Beacon Financial Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
1,229
| – | – | 0.15% | 47 |
|
|
2025
Q1 | $234K | Hold |
1,229
| – | – | 0.13% | 47 |
|
|
2024
Q4 | $270K | Hold |
1,229
| – | – | 0.16% | 45 |
|
|
2024
Q3 | $229K | Hold |
1,229
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $238K | Sell |
1,229
-947
| -44% | -$183K | 0.16% | 37 |
|
|
2024
Q1 | $393K | Sell |
2,176
-333
| -13% | -$60.1K | 0.27% | 28 |
|
|
2023
Q4 | $381K | Buy |
2,509
+60
| +2% | +$9.12K | 0.3% | 27 |
|
|
2023
Q3 | $311K | Sell |
2,449
-141
| -5% | -$17.9K | 0.27% | 24 |
|
|
2023
Q2 | $338K | Hold |
2,590
| – | – | 0.29% | 21 |
|
|
2023
Q1 | $268K | Buy |
+2,590
| New | +$268K | 0.25% | 21 |
|