TFA
Trinity Financial Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
14,322
+7,534
| +111% | +$1.65M | 0.96% | 24 |
|
|
2025
Q1 | $1.21M | Buy |
6,788
+3,015
| +80% | +$538K | 0.44% | 32 |
|
|
2024
Q4 | $831K | Buy |
3,773
+147
| +4% | +$32.4K | 0.32% | 33 |
|
|
2024
Q3 | $682K | Buy |
3,626
+90
| +3% | +$16.9K | 0.31% | 36 |
|
|
2024
Q2 | $683K | Buy |
3,536
+478
| +16% | +$92.4K | 0.31% | 35 |
|
|
2024
Q1 | $552K | Sell |
3,058
-5
| -0.2% | -$902 | 0.25% | 38 |
|
|
2023
Q4 | $465K | Sell |
3,063
-793
| -21% | -$120K | 0.23% | 41 |
|
|
2023
Q3 | $490K | Sell |
3,856
-394
| -9% | -$50.1K | 0.26% | 37 |
|
|
2023
Q2 | $554K | Buy |
+4,250
| New | +$554K | 0.3% | 33 |
|
|
2023
Q1 | – | Sell |
-2,605
| Closed | -$219K | – | 70 |
|
|
2022
Q4 | $219K | Buy |
2,605
+195
| +8% | +$16.4K | 0.14% | 60 |
|
|
2022
Q3 | $272K | Buy |
+2,410
| New | +$272K | 0.2% | 53 |
|
|
2022
Q2 | – | Sell |
-120
| Closed | -$391K | – | 27 |
|
|
2022
Q1 | $391K | Sell |
120
-15
| -11% | -$48.9K | 0.24% | 39 |
|
|
2021
Q4 | $450K | Buy |
135
+73
| +118% | +$243K | 0.27% | 35 |
|
|
2021
Q3 | $204K | Sell |
62
-16
| -21% | -$52.6K | 0.14% | 51 |
|
|
2021
Q2 | $268K | Sell |
78
-40
| -34% | -$137K | 0.19% | 44 |
|
|
2021
Q1 | $365K | Buy |
118
+25
| +27% | +$77.3K | 0.28% | 32 |
|
|
2020
Q4 | $303K | Buy |
+93
| New | +$303K | 0.27% | 42 |
|