Elevation Wealth Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
5,907
-190
-3% -$41.7K 0.51% 38
2025
Q1
$1.16M Sell
6,097
-977
-14% -$186K 0.5% 39
2024
Q4
$1.55M Buy
7,074
+721
+11% +$158K 0.66% 30
2024
Q3
$1.18M Buy
6,353
+212
+3% +$39.5K 0.51% 39
2024
Q2
$1.19M Buy
6,141
+457
+8% +$88.3K 0.56% 39
2024
Q1
$1.03M Sell
5,684
-627
-10% -$113K 0.51% 40
2023
Q4
$802K Buy
6,311
+3,740
+145% +$475K 0.48% 42
2023
Q3
$327K Buy
2,571
+1
+0% +$127 0.28% 43
2023
Q2
$335K Sell
2,570
-800
-24% -$104K 0.28% 45
2023
Q1
$348K Buy
+3,370
New +$348K 0.32% 44