Evernest Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.51M | Sell |
6,897
-257
| -4% | -$56.4K | 0.49% | 42 |
|
2025
Q1 | $1.36M | Sell |
7,154
-179
| -2% | -$34.1K | 0.49% | 40 |
|
2024
Q4 | $1.61M | Buy |
7,333
+2,730
| +59% | +$599K | 0.42% | 38 |
|
2024
Q3 | $858K | Sell |
4,603
-217
| -5% | -$40.4K | 0.23% | 73 |
|
2024
Q2 | $931K | Buy |
4,820
+769
| +19% | +$149K | 0.42% | 54 |
|
2024
Q1 | $707K | Buy |
4,051
+697
| +21% | +$122K | 0.33% | 68 |
|
2023
Q4 | $510K | Buy |
+3,354
| New | +$510K | 0.26% | 85 |
|
2021
Q4 | $527K | Buy |
+60,420
| New | +$527K | 0.27% | 78 |
|