SHFA
SS&H Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Sell |
37,912
-5,130
| -12% | -$1.13M | 2.78% | 8 |
|
|
2025
Q1 | $8.19M | Sell |
43,042
-285
| -0.7% | -$54.2K | 3.05% | 6 |
|
|
2024
Q4 | $9.51M | Sell |
43,327
-200
| -0.5% | -$43.9K | 3.46% | 5 |
|
|
2024
Q3 | $8.11M | Hold |
43,527
| – | – | 2.95% | 6 |
|
|
2024
Q2 | $8.41M | Buy |
43,527
+2,640
| +6% | +$510K | 3.28% | 5 |
|
|
2024
Q1 | $7.38M | Sell |
40,887
-400
| -1% | -$72.2K | 3.07% | 6 |
|
|
2023
Q4 | $6.27M | Buy |
41,287
+875
| +2% | +$133K | 2.66% | 7 |
|
|
2023
Q3 | $5.14M | Buy |
+40,412
| New | +$5.14M | 2.41% | 8 |
|
|
2023
Q1 | $4.31M | Buy |
41,680
+3,075
| +8% | +$318K | 1.97% | 10 |
|
|
2022
Q4 | $3.24M | Buy |
38,605
+7,830
| +25% | +$658K | 1.54% | 20 |
|
|
2022
Q3 | $3.48M | Hold |
30,775
| – | – | 1.8% | 14 |
|
|
2022
Q2 | $3.27M | Buy |
+30,775
| New | +$3.27M | 1.51% | 21 |
|