SHFA
SC&H Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
5,549
+1,806
| +48% | +$396K | 0.21% | 57 |
|
|
2025
Q1 | $712K | Buy |
3,743
+89
| +2% | +$16.9K | 0.14% | 78 |
|
|
2024
Q4 | $802K | Buy |
3,654
+974
| +36% | +$214K | 0.17% | 74 |
|
|
2024
Q3 | $499K | Sell |
2,680
-888
| -25% | -$165K | 0.11% | 89 |
|
|
2024
Q2 | $690K | Buy |
3,568
+565
| +19% | +$109K | 0.17% | 77 |
|
|
2024
Q1 | $542K | Buy |
3,003
+1,020
| +51% | +$184K | 0.14% | 86 |
|
|
2023
Q4 | $301K | Sell |
1,983
-240
| -11% | -$36.5K | 0.09% | 111 |
|
|
2023
Q3 | $283K | Hold |
2,223
| – | – | 0.09% | 114 |
|
|
2023
Q2 | $290K | Sell |
2,223
-497
| -18% | -$64.8K | 0.1% | 114 |
|
|
2023
Q1 | $281K | Buy |
+2,720
| New | +$281K | 0.1% | 112 |
|
|
2022
Q4 | – | Sell |
-2,660
| Closed | -$301K | – | 126 |
|
|
2022
Q3 | $301K | Sell |
2,660
-600
| -18% | -$67.9K | 0.15% | 100 |
|
|
2022
Q2 | $346K | Buy |
3,260
+3,063
| +1,555% | +$325K | 0.16% | 104 |
|
|
2022
Q1 | $642K | Sell |
197
-93
| -32% | -$303K | 0.31% | 66 |
|
|
2021
Q4 | $967K | Buy |
+290
| New | +$967K | 0.53% | 43 |
|