Essential 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 | $409K | Hold |
1,866
| – | – | 0.15% | 57 |
|
|
2025
Q1 | $355K | Sell |
1,866
-20,957
| -92% | -$3.99M | 0.14% | 58 |
|
|
2024
Q4 | $4.66M | Buy |
22,823
+20,956
| +1,122% | +$4.28M | 0.03% | 124 |
|
|
2024
Q3 | $348K | Buy |
1,867
+329
| +21% | +$61.3K | 0.14% | 58 |
|
|
2024
Q2 | $297K | Buy |
+1,538
| New | +$297K | 0.13% | 56 |
|