Elser Financial Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Buy |
6,470
+494
| +8% | +$108K | 1.77% | 13 |
|
2025
Q1 | $1.14M | Buy |
5,976
+909
| +18% | +$173K | 1.57% | 14 |
|
2024
Q4 | $1.11M | Buy |
5,067
+289
| +6% | +$63.4K | 0.07% | 35 |
|
2024
Q3 | $890K | Buy |
4,778
+430
| +10% | +$80.1K | 1.29% | 17 |
|
2024
Q2 | $840K | Buy |
+4,348
| New | +$840K | 0.14% | 37 |
|