Union Heritage Capital’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Hold |
48,664
| – | – | 3.72% | 6 |
|
|
2025
Q1 | $9.26M | Hold |
48,664
| – | – | 3.45% | 8 |
|
|
2024
Q4 | $10.7M | Hold |
48,664
| – | – | 3.94% | 6 |
|
|
2024
Q3 | $9.07M | Hold |
48,664
| – | – | 3.35% | 7 |
|
|
2024
Q2 | $9.4M | Hold |
48,664
| – | – | 3.7% | 7 |
|
|
2024
Q1 | $8.78M | Buy |
48,664
+8,664
| +22% | +$1.56M | 3.48% | 8 |
|
|
2023
Q4 | $6.08M | Hold |
40,000
| – | – | 3.15% | 8 |
|
|
2023
Q3 | $5.08M | Hold |
40,000
| – | – | 2.88% | 10 |
|
|
2023
Q2 | $5.21M | Hold |
40,000
| – | – | 2.82% | 9 |
|
|
2023
Q1 | $4.13M | Sell |
40,000
-7,000
| -15% | -$723K | 2.51% | 14 |
|
|
2022
Q4 | $3.95M | Sell |
47,000
-5,000
| -10% | -$420K | 2.41% | 18 |
|
|
2022
Q3 | $5.88M | Hold |
52,000
| – | – | 3.9% | 4 |
|
|
2022
Q2 | $5.52M | Hold |
52,000
| – | – | 3.56% | 4 |
|
|
2022
Q1 | $8.48M | Hold |
52,000
| – | – | 4.7% | 4 |
|
|
2021
Q4 | $8.67M | Hold |
52,000
| – | – | 4.06% | 6 |
|
|
2021
Q3 | $8.54M | Hold |
52,000
| – | – | 4% | 5 |
|
|
2021
Q2 | $8.94M | Hold |
52,000
| – | – | 4.17% | 5 |
|
|
2021
Q1 | $8.04M | Buy |
+52,000
| New | +$8.04M | 4.01% | 5 |
|