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