TFA
Transamerica Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.02M | Sell |
27,462
-851
| -3% | -$187K | 0.57% | 40 |
|
|
2025
Q1 | $5.39M | Sell |
28,313
-774
| -3% | -$147K | 0.55% | 41 |
|
|
2024
Q4 | $6.38M | Sell |
29,087
-814
| -3% | -$179K | 0.63% | 32 |
|
|
2024
Q3 | $5.57M | Buy |
+29,901
| New | +$5.57M | 0.54% | 42 |
|
|
2024
Q2 | – | Sell |
-31,424
| Closed | -$5.67M | – | 570 |
|
|
2024
Q1 | $5.67M | Buy |
+31,424
| New | +$5.67M | 0.58% | 40 |
|
|
2021
Q3 | – | Sell |
-1
| Closed | -$3K | – | 124 |
|
|
2021
Q2 | $3K | Hold |
1
| – | – | 0.07% | 57 |
|
|
2021
Q1 | $2K | Hold |
1
| – | – | 0.05% | 66 |
|
|
2020
Q4 | $3K | Hold |
1
| – | – | 0.06% | 56 |
|
|
2020
Q3 | $3K | Sell |
1
-1,187
| -100% | -$3.56M | 0.05% | 55 |
|
|
2020
Q2 | $3.28M | Buy |
+1,188
| New | +$3.28M | 0.72% | 32 |
|
|
2019
Q3 | – | Sell |
-2
| Closed | -$2K | – | 114 |
|
|
2019
Q2 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 369 |
|
|
2019
Q1 | – | Sell |
-1
| Closed | -$1K | – | 113 |
|
|
2018
Q4 | $1K | Sell |
1
-31
| -97% | -$31K | ﹤0.01% | 382 |
|
|
2018
Q3 | $63K | Sell |
32
-2
| -6% | -$3.94K | 0.01% | 216 |
|
|
2018
Q2 | $57K | Buy |
+34
| New | +$57K | 0.01% | 226 |
|
|
2016
Q2 | – | Sell |
-347
| Closed | -$206K | – | 407 |
|
|
2016
Q1 | $206K | Sell |
347
-438
| -56% | -$260K | 0.02% | 285 |
|
|
2015
Q4 | $531K | Buy |
+785
| New | +$531K | 0.04% | 226 |
|
|
2015
Q2 | – | Sell |
-20
| Closed | -$8K | – | 894 |
|
|
2015
Q1 | $8K | Buy |
+20
| New | +$8K | ﹤0.01% | 645 |
|
|
2013
Q3 | – | Sell |
-10
| Closed | -$3K | – | 597 |
|
|
2013
Q2 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 497 |
|