CFFP
Center for Financial Planning’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
24,389
+153
| +0.6% | +$33.6K | 0.61% | 14 |
|
|
2025
Q1 | $4.61M | Buy |
24,236
+600
| +3% | +$114K | 0.59% | 13 |
|
|
2024
Q4 | $5.19M | Buy |
23,636
+60
| +0.3% | +$13.2K | 0.69% | 13 |
|
|
2024
Q3 | $4.39M | Sell |
23,576
-1,624
| -6% | -$303K | 0.6% | 13 |
|
|
2024
Q2 | $4.87M | Sell |
25,200
-584
| -2% | -$113K | 0.7% | 13 |
|
|
2024
Q1 | $4.65M | Buy |
25,784
+1,429
| +6% | +$258K | 0.7% | 13 |
|
|
2023
Q4 | $3.7M | Hold |
24,355
| – | – | 0.68% | 12 |
|
|
2023
Q3 | $3.1M | Sell |
24,355
-527
| -2% | -$67K | 0.67% | 12 |
|
|
2023
Q2 | $3.24M | Hold |
24,882
| – | – | 0.68% | 12 |
|
|
2023
Q1 | $2.57M | Sell |
24,882
-80
| -0.3% | -$8.26K | 0.59% | 14 |
|
|
2022
Q4 | $2.1M | Buy |
24,962
+6,624
| +36% | +$556K | 0.51% | 21 |
|
|
2022
Q3 | $2.07M | Sell |
18,338
-22
| -0.1% | -$2.49K | 0.55% | 18 |
|
|
2022
Q2 | $1.95M | Buy |
18,360
+17,426
| +1,866% | +$1.85M | 0.5% | 20 |
|
|
2022
Q1 | $3.05M | Buy |
934
+3
| +0.3% | +$9.78K | 0.62% | 14 |
|
|
2021
Q4 | $3.1M | Buy |
931
+7
| +0.8% | +$23.3K | 0.64% | 14 |
|
|
2021
Q3 | $3.04M | Sell |
924
-5
| -0.5% | -$16.4K | 0.74% | 12 |
|
|
2021
Q2 | $3.2M | Sell |
929
-19
| -2% | -$65.4K | 0.79% | 12 |
|
|
2021
Q1 | $2.93M | Buy |
948
+77
| +9% | +$238K | 0.77% | 12 |
|
|
2020
Q4 | $2.84M | Sell |
871
-45
| -5% | -$147K | 0.8% | 12 |
|
|
2020
Q3 | $2.88M | Sell |
916
-20
| -2% | -$63K | 0.93% | 12 |
|
|
2020
Q2 | $2.58M | Buy |
936
+90
| +11% | +$248K | 0.9% | 11 |
|
|
2020
Q1 | $1.65M | Buy |
846
+20
| +2% | +$39K | 0.56% | 15 |
|
|
2019
Q4 | $1.53M | Buy |
+826
| New | +$1.53M | 0.38% | 23 |
|