Taylor Hoffman Wealth Management’s Amazon AMZN Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$328K	Buy	1,665 +454	+37%	+$83.4K	0.13%	93
2024 Q1	$218K	Buy	+1,211	New	+$202K	0.09%	102
2022 Q2	–	Sell	-1,520	Closed	-$248K	–	129
2022 Q1	$248K	Hold	1,520	–	–	0.1%	122
2021 Q4	$253K	Hold	1,520	–	–	0.1%	120
2021 Q3	$250K	Hold	1,520	–	–	0.11%	118
2021 Q2	$261K	Sell	1,520 -160	-10%	-$26.6K	0.11%	113
2021 Q1	$260K	Hold	1,680	–	–	0.12%	111
2020 Q4	$274K	Buy	1,680 +80	+5%	+$12.8K	0.14%	110
2020 Q3	$252K	Sell	1,600 -120	-7%	-$18.9K	0.15%	109
2020 Q2	$237K	Buy	+1,720	New	+$208K	0.15%	112
2020 Q1	–	Sell	-1,720	Closed	-$159K	–	120
2019 Q4	$159K	Buy	1,720 +200	+13%	+$17.7K	0.1%	127
2019 Q3	$132K	Hold	1,520	–	–	0.09%	137
2019 Q2	$144K	Hold	1,520	–	–	0.12%	130
2019 Q1	$135K	Hold	1,520	–	–	0.1%	128
2018 Q4	$114K	Hold	1,520	–	–	0.1%	125
2018 Q3	$152K	Buy	1,520 +1,000	+192%	+$94K	0.12%	113
2018 Q2	$44K	Hold	520	–	–	0.04%	185
2018 Q1	$38K	Hold	520	–	–	0.03%	200
2017 Q4	$30K	Buy	+520	New	+$28.6K	0.03%	221

Other funds holding AMZN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Taylor Hoffman Wealth Management's AMZN Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Amazon (AMZN) stake by 37% in Q2 2024, buying an estimated $83.4K and bringing the position to 1,665 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #93.

Taylor Hoffman Wealth Management first reported a position in AMZN in Q4 2017 and has held it in 19 quarters since. 4,922 funds tracked by Wall St. Rank hold AMZN as of Q2 2024.

Taylor Hoffman Wealth Management held 1,665 shares of Amazon worth $328K as of Q2 2024.
Taylor Hoffman Wealth Management bought 454 Amazon shares in Q2 2024, an estimated $83.4K.
Amazon made up 0.13% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #93 holding.
Taylor Hoffman Wealth Management first reported a position in Amazon in Q4 2017 and has held it in 19 quarters since.
4,922 funds tracked by Wall St. Rank held Amazon as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.