SFA
Seneca Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
3,600
-120
| -3% | -$26.3K | 0.3% | 36 |
|
|
2025
Q1 | $708K | Buy |
3,720
+120
| +3% | +$22.8K | 0.34% | 34 |
|
|
2024
Q4 | $790K | Buy |
3,600
+5
| +0.1% | +$1.1K | 0.39% | 32 |
|
|
2024
Q3 | $670K | Sell |
3,595
-155
| -4% | -$28.9K | 0.33% | 33 |
|
|
2024
Q2 | $725K | Buy |
3,750
+56
| +2% | +$10.8K | 0.38% | 35 |
|
|
2024
Q1 | $666K | Buy |
3,694
+5
| +0.1% | +$902 | 0.36% | 36 |
|
|
2023
Q4 | $561K | Sell |
3,689
-59
| -2% | -$8.96K | 0.33% | 36 |
|
|
2023
Q3 | $476K | Buy |
3,748
+59
| +2% | +$7.5K | 0.33% | 35 |
|
|
2023
Q2 | $481K | Sell |
3,689
-120
| -3% | -$15.6K | 0.32% | 36 |
|
|
2023
Q1 | $393K | Sell |
3,809
-404
| -10% | -$41.7K | 0.25% | 39 |
|
|
2022
Q4 | $354K | Buy |
4,213
+877
| +26% | +$73.7K | 0.22% | 36 |
|
|
2022
Q3 | $377K | Hold |
3,336
| – | – | 0.27% | 32 |
|
|
2022
Q2 | $354K | Buy |
3,336
+3,165
| +1,851% | +$336K | 0.24% | 34 |
|
|
2022
Q1 | $557K | Hold |
171
| – | – | 0.34% | 29 |
|
|
2021
Q4 | $570K | Buy |
171
+44
| +35% | +$147K | 0.34% | 30 |
|
|
2021
Q3 | $417K | Hold |
127
| – | – | 0.28% | 28 |
|
|
2021
Q2 | $437K | Hold |
127
| – | – | 0.29% | 30 |
|
|
2021
Q1 | $393K | Buy |
127
+30
| +31% | +$92.8K | 0.28% | 30 |
|
|
2020
Q4 | $316K | Buy |
+97
| New | +$316K | 0.24% | 31 |
|