FWP
Falcon Wealth Planning’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
18,483
+814
| +5% | +$179K | 0.41% | 26 |
|
|
2025
Q1 | $3.36M | Sell |
17,669
-22
| -0.1% | -$4.19K | 0.37% | 29 |
|
|
2024
Q4 | $3.88M | Buy |
17,691
+1,829
| +12% | +$401K | 0.43% | 31 |
|
|
2024
Q3 | $2.96M | Buy |
15,862
+1,816
| +13% | +$338K | 0.35% | 33 |
|
|
2024
Q2 | $2.71M | Buy |
14,046
+825
| +6% | +$159K | 0.35% | 30 |
|
|
2024
Q1 | $2.38M | Buy |
13,221
+2,086
| +19% | +$376K | 0.38% | 34 |
|
|
2023
Q4 | $1.69M | Buy |
11,135
+2,558
| +30% | +$389K | 0.3% | 42 |
|
|
2023
Q3 | $1.09M | Sell |
8,577
-55
| -0.6% | -$6.99K | 0.24% | 39 |
|
|
2023
Q2 | $1.13M | Buy |
8,632
+943
| +12% | +$123K | 0.25% | 38 |
|
|
2023
Q1 | $794K | Buy |
7,689
+77
| +1% | +$7.95K | 0.2% | 42 |
|
|
2022
Q4 | $639K | Buy |
7,612
+70
| +0.9% | +$5.88K | 0.18% | 43 |
|
|
2022
Q3 | $852K | Buy |
7,542
+635
| +9% | +$71.7K | 0.28% | 33 |
|
|
2022
Q2 | $734K | Buy |
6,907
+6,518
| +1,676% | +$693K | 0.25% | 42 |
|
|
2022
Q1 | $1.27M | Sell |
389
-25
| -6% | -$81.5K | 0.4% | 28 |
|
|
2021
Q4 | $1.38M | Buy |
414
+193
| +87% | +$643K | 0.45% | 26 |
|
|
2021
Q3 | $726K | Buy |
221
+25
| +13% | +$82.1K | 0.28% | 33 |
|
|
2021
Q2 | $674K | Buy |
196
+7
| +4% | +$24.1K | 0.29% | 29 |
|
|
2021
Q1 | $585K | Buy |
189
+6
| +3% | +$18.6K | 0.29% | 31 |
|
|
2020
Q4 | $596K | Buy |
+183
| New | +$596K | 0.33% | 31 |
|