SFP
Shepherd Financial Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
84,941
-2,055
| -2% | -$451K | 1.97% | 13 |
|
|
2025
Q1 | $16.6M | Buy |
86,996
+4,263
| +5% | +$811K | 1.94% | 12 |
|
|
2024
Q4 | $18.2M | Buy |
82,733
+701
| +0.9% | +$154K | 2.17% | 9 |
|
|
2024
Q3 | $15.3M | Buy |
82,032
+2,218
| +3% | +$413K | 1.84% | 10 |
|
|
2024
Q2 | $15.4M | Buy |
79,814
+163
| +0.2% | +$31.5K | 1.99% | 10 |
|
|
2024
Q1 | $14.4M | Buy |
79,651
+971
| +1% | +$175K | 1.88% | 10 |
|
|
2023
Q4 | $12M | Sell |
78,680
-511
| -0.6% | -$77.6K | 1.7% | 11 |
|
|
2023
Q3 | $10.1M | Buy |
79,191
+10,721
| +16% | +$1.36M | 1.58% | 11 |
|
|
2023
Q2 | $8.93M | Buy |
68,470
+1,954
| +3% | +$255K | 1.38% | 13 |
|
|
2023
Q1 | $6.87M | Buy |
66,516
+6,295
| +10% | +$650K | 1.15% | 17 |
|
|
2022
Q4 | $5.06M | Sell |
60,221
-5,644
| -9% | -$474K | 0.92% | 19 |
|
|
2022
Q3 | $7.44M | Buy |
65,865
+1,376
| +2% | +$155K | 1.45% | 15 |
|
|
2022
Q2 | $6.85M | Buy |
64,489
+61,389
| +1,980% | +$6.52M | 1.33% | 15 |
|
|
2022
Q1 | $10.1M | Buy |
3,100
+250
| +9% | +$815K | 1.8% | 10 |
|
|
2021
Q4 | $9.5M | Buy |
2,850
+62
| +2% | +$207K | 1.65% | 12 |
|
|
2021
Q3 | $9.17M | Buy |
2,788
+9
| +0.3% | +$29.6K | 1.77% | 12 |
|
|
2021
Q2 | $9.56M | Sell |
2,779
-39
| -1% | -$134K | 1.82% | 13 |
|
|
2021
Q1 | $8.72M | Buy |
2,818
+52
| +2% | +$161K | 1.93% | 10 |
|
|
2020
Q4 | $9.02M | Buy |
2,766
+104
| +4% | +$339K | 2.06% | 9 |
|
|
2020
Q3 | $8.38M | Buy |
2,662
+4
| +0.2% | +$12.6K | 1.97% | 9 |
|
|
2020
Q2 | $7.33M | Sell |
2,658
-448
| -14% | -$1.24M | 1.99% | 9 |
|
|
2020
Q1 | $6.05M | Sell |
3,106
-327
| -10% | -$637K | 2.1% | 8 |
|
|
2019
Q4 | $6.34M | Sell |
3,433
-8
| -0.2% | -$14.8K | 1.47% | 12 |
|
|
2019
Q3 | $5.98M | Sell |
3,441
-17
| -0.5% | -$29.5K | 1.5% | 12 |
|
|
2019
Q2 | $6.55M | Sell |
3,458
-149
| -4% | -$282K | 1.23% | 14 |
|
|
2019
Q1 | $6.42M | Sell |
3,607
-189
| -5% | -$337K | 1.24% | 12 |
|
|
2018
Q4 | $5.72M | Buy |
3,796
+43
| +1% | +$64.8K | 1.24% | 12 |
|
|
2018
Q3 | $6.38M | Hold |
3,753
| – | – | 1.44% | 9 |
|
|
2018
Q2 | $6.43M | Buy |
3,753
+388
| +12% | +$664K | 1.45% | 9 |
|
|
2018
Q1 | $4.87M | Sell |
3,365
-144
| -4% | -$208K | 1.2% | 10 |
|
|
2017
Q4 | $4.1M | Hold |
3,509
| – | – | 0.96% | 17 |
|
|
2017
Q3 | $3.49M | Buy |
3,509
+553
| +19% | +$550K | 0.81% | 21 |
|
|
2017
Q2 | $2.95M | Sell |
2,956
-99
| -3% | -$98.8K | 0.72% | 25 |
|
|
2017
Q1 | $2.78M | Sell |
3,055
-8
| -0.3% | -$7.28K | 0.72% | 27 |
|
|
2016
Q4 | $2.31M | Buy |
+3,063
| New | +$2.31M | 0.65% | 30 |
|