Montz Harcus Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
24,406
+88
| +0.4% | +$19.3K | 2.58% | 13 |
|
|
2025
Q1 | $4.63M | Buy |
24,318
+2,150
| +10% | +$409K | 2.53% | 13 |
|
|
2024
Q4 | $4.86M | Buy |
22,168
+187
| +0.9% | +$41K | 2.72% | 12 |
|
|
2024
Q3 | $4.1M | Sell |
21,981
-380
| -2% | -$70.8K | 2.39% | 13 |
|
|
2024
Q2 | $4.32M | Buy |
22,361
+333
| +2% | +$64.4K | 2.8% | 12 |
|
|
2024
Q1 | $3.97M | Sell |
22,028
-44
| -0.2% | -$7.94K | 2.69% | 12 |
|
|
2023
Q4 | $3.35M | Buy |
22,072
+219
| +1% | +$33.3K | 2.56% | 12 |
|
|
2023
Q3 | $2.78M | Buy |
21,853
+63
| +0.3% | +$8.01K | 2.37% | 13 |
|
|
2023
Q2 | $2.84M | Buy |
21,790
+315
| +1% | +$41.1K | 2.35% | 13 |
|
|
2023
Q1 | $2.22M | Sell |
21,475
-400
| -2% | -$41.3K | 2.05% | 13 |
|
|
2022
Q4 | $1.84M | Sell |
21,875
-847
| -4% | -$71.1K | 1.82% | 14 |
|
|
2022
Q3 | $2.57M | Buy |
22,722
+481
| +2% | +$54.4K | 2.83% | 11 |
|
|
2022
Q2 | $2.36M | Buy |
22,241
+421
| +2% | +$44.7K | 2.49% | 13 |
|
|
2022
Q1 | $3.56M | Buy |
21,820
+540
| +3% | +$88K | 3.19% | 11 |
|
|
2021
Q4 | $3.55M | Buy |
+21,280
| New | +$3.55M | 3.11% | 11 |
|