OCFG
O'Connor Financial Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
3,081
+224
| +8% | +$50K | 0.3% | 35 |
|
|
2025
Q1 | $544K | Buy |
2,857
+238
| +9% | +$45.3K | 0.28% | 35 |
|
|
2024
Q4 | $575K | Buy |
2,619
+83
| +3% | +$18.2K | 0.3% | 33 |
|
|
2024
Q3 | $473K | Buy |
2,536
+55
| +2% | +$10.2K | 0.25% | 34 |
|
|
2024
Q2 | $479K | Buy |
2,481
+26
| +1% | +$5.02K | 0.28% | 33 |
|
|
2024
Q1 | $443K | Sell |
2,455
-2
| -0.1% | -$361 | 0.26% | 31 |
|
|
2023
Q4 | $373K | Buy |
2,457
+104
| +4% | +$15.8K | 0.23% | 43 |
|
|
2023
Q3 | $299K | Buy |
2,353
+95
| +4% | +$12.1K | 0.2% | 46 |
|
|
2023
Q2 | $294K | Buy |
2,258
+303
| +15% | +$39.5K | 0.2% | 46 |
|
|
2023
Q1 | $202K | Buy |
+1,955
| New | +$202K | 0.15% | 51 |
|