Convergence Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
32,695
+3,443
| +12% | +$755K | 1.23% | 24 |
|
|
2025
Q1 | $5.57M | Sell |
29,252
-113
| -0.4% | -$21.5K | 1.09% | 22 |
|
|
2024
Q4 | $6.44M | Buy |
29,365
+156
| +0.5% | +$34.2K | 1.29% | 21 |
|
|
2024
Q3 | $5.44M | Buy |
29,209
+1,063
| +4% | +$198K | 1.16% | 21 |
|
|
2024
Q2 | $5.44M | Buy |
28,146
+24,071
| +591% | +$4.65M | 1.44% | 19 |
|
|
2024
Q1 | $735K | Buy |
4,075
+784
| +24% | +$141K | 0.3% | 25 |
|
|
2023
Q4 | $500K | Buy |
3,291
+56
| +2% | +$8.51K | 0.22% | 25 |
|
|
2023
Q3 | $411K | Hold |
3,235
| – | – | 0.24% | 21 |
|
|
2023
Q2 | $422K | Buy |
3,235
+550
| +20% | +$71.7K | 0.26% | 23 |
|
|
2023
Q1 | $277K | Buy |
2,685
+231
| +9% | +$23.9K | 0.2% | 25 |
|
|
2022
Q4 | $206K | Buy |
+2,454
| New | +$206K | 0.18% | 25 |
|