SHJ
Sharkey, Howes & Javer’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+955
| New | +$210K | 0.03% | 152 |
|
|
2025
Q1 | – | Sell |
-1,093
| Closed | -$240K | – | 150 |
|
|
2024
Q4 | $240K | Buy |
+1,093
| New | +$240K | 0.03% | 135 |
|
|
2022
Q3 | – | Sell |
-2,160
| Closed | -$229K | – | 108 |
|
|
2022
Q2 | $229K | Buy |
2,160
+2,052
| +1,900% | +$218K | 0.06% | 83 |
|
|
2022
Q1 | $352K | Hold |
108
| – | – | 0.08% | 62 |
|
|
2021
Q4 | $360K | Hold |
108
| – | – | 0.08% | 62 |
|
|
2021
Q3 | $355K | Buy |
108
+26
| +32% | +$85.5K | 0.09% | 64 |
|
|
2021
Q2 | $282K | Sell |
82
-5
| -6% | -$17.2K | 0.07% | 67 |
|
|
2021
Q1 | $269K | Sell |
87
-5
| -5% | -$15.5K | 0.08% | 65 |
|
|
2020
Q4 | $300K | Buy |
92
+12
| +15% | +$39.1K | 0.1% | 61 |
|
|
2020
Q3 | $252K | Sell |
80
-2
| -2% | -$6.3K | 0.1% | 61 |
|
|
2020
Q2 | $226K | Buy |
+82
| New | +$226K | 0.1% | 60 |
|
|
2019
Q3 | – | Sell |
-65
| Closed | -$123K | – | 65 |
|
|
2019
Q2 | $123K | Hold |
65
| – | – | 0.06% | 74 |
|
|
2019
Q1 | $116K | Buy |
+65
| New | +$116K | 0.05% | 75 |
|
|
2018
Q4 | – | Sell |
-47
| Closed | -$94K | – | 203 |
|
|
2018
Q3 | $94K | Hold |
47
| – | – | 0.05% | 86 |
|
|
2018
Q2 | $80K | Sell |
47
-1
| -2% | -$1.7K | 0.04% | 85 |
|
|
2018
Q1 | $69K | Buy |
48
+1
| +2% | +$1.44K | 0.04% | 77 |
|
|
2017
Q4 | $55K | Hold |
47
| – | – | 0.03% | 84 |
|
|
2017
Q3 | $46K | Hold |
47
| – | – | 0.02% | 90 |
|
|
2017
Q2 | $45K | Hold |
47
| – | – | 0.03% | 89 |
|
|
2017
Q1 | $42K | Hold |
47
| – | – | 0.02% | 99 |
|
|
2016
Q4 | $35K | Hold |
47
| – | – | 0.02% | 117 |
|
|
2016
Q3 | $39K | Hold |
47
| – | – | 0.02% | 102 |
|
|
2016
Q2 | $34K | Sell |
47
-27
| -36% | -$19.5K | 0.02% | 115 |
|
|
2016
Q1 | $44K | Sell |
74
-32
| -30% | -$19K | 0.03% | 96 |
|
|
2015
Q4 | $72K | Sell |
106
-7
| -6% | -$4.76K | 0.05% | 73 |
|
|
2015
Q3 | $60K | Buy |
113
+66
| +140% | +$35K | 0.05% | 83 |
|
|
2015
Q2 | $20K | Buy |
+47
| New | +$20K | 0.02% | 140 |
|