Briaud 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 | $509K | Buy |
2,324
+223
| +11% | +$48.8K | 0.2% | 19 |
|
|
2025
Q1 | $399K | Hold |
2,101
| – | – | 0.16% | 19 |
|
|
2024
Q4 | $460K | Buy |
2,101
+2,041
| +3,402% | +$447K | 0.19% | 19 |
|
|
2024
Q3 | $11K | Hold |
60
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $11K | Hold |
60
| – | – | 0.01% | 102 |
|
|
2024
Q1 | $11K | Buy |
+60
| New | +$11K | 0.01% | 99 |
|
|
2023
Q4 | – | Sell |
-140
| Closed | -$17K | – | 21 |
|
|
2023
Q3 | $17K | Buy |
+140
| New | +$17K | 0.01% | 93 |
|