SFA
Source Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.31M | Buy |
12,391
+43
| +0.3% | +$8.01K | 0.68% | 26 |
|
|
2024
Q2 | $2.39M | Buy |
12,348
+24
| +0.2% | +$4.64K | 0.73% | 25 |
|
|
2024
Q1 | $2.22M | Sell |
12,324
-1,206
| -9% | -$218K | 0.67% | 26 |
|
|
2023
Q4 | $2.06M | Sell |
13,530
-35
| -0.3% | -$5.32K | 0.64% | 31 |
|
|
2023
Q3 | $1.72M | Buy |
13,565
+100
| +0.7% | +$12.7K | 0.58% | 34 |
|
|
2023
Q2 | $1.76M | Buy |
13,465
+824
| +7% | +$107K | 0.58% | 36 |
|
|
2023
Q1 | $1.31M | Sell |
12,641
-1,456
| -10% | -$150K | 0.44% | 41 |
|
|
2022
Q4 | $1.18M | Sell |
14,097
-221
| -2% | -$18.6K | 0.44% | 42 |
|
|
2022
Q3 | $1.62M | Buy |
14,318
+3,242
| +29% | +$366K | 0.64% | 39 |
|
|
2022
Q2 | $1.18M | Buy |
11,076
+10,678
| +2,683% | +$1.13M | 0.46% | 47 |
|
|
2022
Q1 | $1.3M | Sell |
398
-10
| -2% | -$32.6K | 0.38% | 45 |
|
|
2021
Q4 | $1.36M | Buy |
408
+9
| +2% | +$30K | 0.37% | 48 |
|
|
2021
Q3 | $1.31M | Sell |
399
-1
| -0.3% | -$3.29K | 0.34% | 46 |
|
|
2021
Q2 | $1.38M | Buy |
400
+23
| +6% | +$79.1K | 0.35% | 45 |
|
|
2021
Q1 | $1.17M | Buy |
377
+79
| +27% | +$245K | 0.31% | 48 |
|
|
2020
Q4 | $971K | Buy |
+298
| New | +$971K | 0.26% | 52 |
|