Omega Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
1,679
+445
| +36% | +$97.7K | 0.13% | 70 |
|
|
2025
Q1 | $235K | Buy |
1,234
+87
| +8% | +$16.6K | 0.09% | 76 |
|
|
2024
Q4 | $252K | Hold |
1,147
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $214K | Sell |
1,147
-5,887
| -84% | -$1.1M | 0.08% | 77 |
|
|
2024
Q2 | $1.36M | Sell |
7,034
-590
| -8% | -$114K | 0.55% | 42 |
|
|
2024
Q1 | $1.38M | Sell |
7,624
-998
| -12% | -$180K | 0.56% | 41 |
|
|
2023
Q4 | $1.31M | Sell |
8,622
-291
| -3% | -$44.2K | 0.56% | 43 |
|
|
2023
Q3 | $1.13M | Sell |
8,913
-2,334
| -21% | -$297K | 0.55% | 43 |
|
|
2023
Q2 | $1.47M | Buy |
11,247
+40
| +0.4% | +$5.21K | 0.67% | 41 |
|
|
2023
Q1 | $1.16M | Sell |
11,207
-2,750
| -20% | -$284K | 0.53% | 43 |
|
|
2022
Q4 | $1.04M | Buy |
13,957
+4,954
| +55% | +$370K | 0.54% | 45 |
|
|
2022
Q3 | $1.02M | Sell |
9,003
-480
| -5% | -$54.2K | 0.53% | 43 |
|
|
2022
Q2 | $1.01M | Buy |
9,483
+1,883
| +25% | +$200K | 0.49% | 44 |
|
|
2022
Q1 | $1.24M | Buy |
7,600
+6,200
| +443% | +$1.01M | 0.54% | 39 |
|
|
2021
Q4 | $233K | Sell |
1,400
-240
| -15% | -$39.9K | 0.1% | 67 |
|
|
2021
Q3 | $269K | Hold |
1,640
| – | – | 0.13% | 61 |
|
|
2021
Q2 | $282K | Sell |
1,640
-200
| -11% | -$34.4K | 0.14% | 58 |
|
|
2021
Q1 | $285K | Buy |
1,840
+200
| +12% | +$31K | 0.14% | 56 |
|
|
2020
Q4 | $267K | Hold |
1,640
| – | – | 0.14% | 56 |
|
|
2020
Q3 | $258K | Hold |
1,640
| – | – | 0.16% | 55 |
|
|
2020
Q2 | $226K | Buy |
+1,640
| New | +$226K | 0.15% | 60 |
|
|
2019
Q4 | – | Sell |
-2,460
| Closed | -$214K | – | 62 |
|
|
2019
Q3 | $214K | Buy |
+2,460
| New | +$214K | 0.15% | 60 |
|