Bannerman Wealth Management Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.08M Sell
4,939
-2,328
-32% -$511K 0.83% 16
2025
Q1
$1.38M Buy
7,267
+227
+3% +$43.2K 1.13% 14
2024
Q4
$1.54M Buy
+7,040
New +$1.54M 1.28% 14