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Capital & Planning LLC’s Amazon AMZN Stock Holding History

Capital & Planning LLC’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$16.3M Buy
74,458
+414
+0.6% +$90.8K 11.09% 2
2025
Q1 		$14.1M Buy
74,044
+193
+0.3% +$36.7K 10.46% 3
2024
Q4 		$16.2M Buy
+73,851
New +$16.2M 11.85% 2