Ehrlich Financial Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $470K | Buy |
2,142
+42
| +2% | +$9.21K | 0.3% | 69 |
|
2025
Q1 | $400K | Buy |
2,100
+50
| +2% | +$9.51K | 0.29% | 69 |
|
2024
Q4 | $450K | Sell |
2,050
-87
| -4% | -$19.1K | 0.32% | 63 |
|
2024
Q3 | $398K | Hold |
2,137
| – | – | 0.28% | 63 |
|
2024
Q2 | $413K | Sell |
2,137
-404
| -16% | -$78.1K | 0.33% | 58 |
|
2024
Q1 | $458K | Sell |
2,541
-140
| -5% | -$25.3K | 0.39% | 58 |
|
2023
Q4 | $407K | Buy |
+2,681
| New | +$407K | 0.41% | 60 |
|