SFM
Stack Financial Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-883
| Closed | -$1.67M | – | 48 |
|
|
2019
Q2 | $1.67M | Hold |
883
| – | – | 0.19% | 43 |
|
|
2019
Q1 | $1.57M | Hold |
883
| – | – | 0.19% | 43 |
|
|
2018
Q4 | $1.33M | Hold |
883
| – | – | 0.16% | 44 |
|
|
2018
Q3 | $1.77M | Hold |
883
| – | – | 0.19% | 48 |
|
|
2018
Q2 | $1.5M | Hold |
883
| – | – | 0.17% | 46 |
|
|
2018
Q1 | $1.28M | Sell |
883
-180
| -17% | -$261K | 0.15% | 45 |
|
|
2017
Q4 | $1.24M | Hold |
1,063
| – | – | 0.13% | 51 |
|
|
2017
Q3 | $1.02M | Hold |
1,063
| – | – | 0.11% | 50 |
|
|
2017
Q2 | $1.03M | Hold |
1,063
| – | – | 0.11% | 52 |
|
|
2017
Q1 | $942K | Hold |
1,063
| – | – | 0.1% | 52 |
|
|
2016
Q4 | $797K | Hold |
1,063
| – | – | 0.09% | 53 |
|
|
2016
Q3 | $890K | Hold |
1,063
| – | – | 0.1% | 51 |
|
|
2016
Q2 | $761K | Hold |
1,063
| – | – | 0.1% | 47 |
|
|
2016
Q1 | $631K | Hold |
1,063
| – | – | 0.08% | 46 |
|
|
2015
Q4 | $718K | Hold |
1,063
| – | – | 0.09% | 47 |
|
|
2015
Q3 | $544K | Hold |
1,063
| – | – | 0.08% | 46 |
|
|
2015
Q2 | $461K | Hold |
1,063
| – | – | 0.06% | 48 |
|
|
2015
Q1 | $396K | Hold |
1,063
| – | – | 0.05% | 48 |
|
|
2014
Q4 | $330K | Hold |
1,063
| – | – | 0.04% | 52 |
|
|
2014
Q3 | $343K | Hold |
1,063
| – | – | 0.04% | 52 |
|
|
2014
Q2 | $345K | Hold |
1,063
| – | – | 0.04% | 54 |
|
|
2014
Q1 | $358K | Hold |
1,063
| – | – | 0.05% | 51 |
|
|
2013
Q4 | $424K | Hold |
1,063
| – | – | 0.06% | 46 |
|
|
2013
Q3 | $332K | Hold |
1,063
| – | – | 0.05% | 46 |
|
|
2013
Q2 | $295K | Buy |
+1,063
| New | +$295K | 0.04% | 50 |
|