NECFA
New England Capital Financial Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $721K | Buy |
3,286
+24
| +0.7% | +$5.27K | 0.33% | 26 |
|
2025
Q1 | $621K | Sell |
3,262
-167
| -5% | -$31.8K | 0.32% | 25 |
|
2024
Q4 | $752K | Buy |
3,429
+10
| +0.3% | +$2.19K | 0.37% | 24 |
|
2024
Q3 | $637K | Buy |
3,419
+148
| +5% | +$27.6K | 0.33% | 26 |
|
2024
Q2 | $632K | Buy |
3,271
+28
| +0.9% | +$5.41K | 0.35% | 23 |
|
2024
Q1 | $585K | Sell |
3,243
-4,715
| -59% | -$850K | 0.33% | 25 |
|
2023
Q4 | $1.21M | Hold |
7,958
| – | – | 0.73% | 18 |
|
2023
Q3 | $1.01M | Buy |
7,958
+20
| +0.3% | +$2.54K | 0.7% | 20 |
|
2023
Q2 | $1.03M | Hold |
7,938
| – | – | 0.68% | 19 |
|
2023
Q1 | $820K | Buy |
7,938
+54
| +0.7% | +$5.58K | 0.58% | 20 |
|
2022
Q4 | $767K | Buy |
+7,884
| New | +$767K | 0.54% | 20 |
|