Bernard Wealth Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.24M Sell
28,448
-2,246
-7% -$493K 2.89% 8
2025
Q1
$5.84M Sell
30,694
-47
-0.2% -$8.94K 2.85% 9
2024
Q4
$6.74M Buy
+30,741
New +$6.74M 3.17% 8