Fi3 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 | $3.97M | Buy |
18,082
+464
| +3% | +$102K | 1.43% | 14 |
|
|
2025
Q1 | $3.35M | Sell |
17,618
-1,003
| -5% | -$191K | 1.36% | 16 |
|
|
2024
Q4 | $4.09M | Buy |
18,621
+676
| +4% | +$148K | 1.53% | 17 |
|
|
2024
Q3 | $3.34M | Buy |
17,945
+2,001
| +13% | +$373K | 1.33% | 15 |
|
|
2024
Q2 | $3.08M | Buy |
15,944
+53
| +0.3% | +$10.2K | 1.36% | 15 |
|
|
2024
Q1 | $2.96M | Buy |
15,891
+2,917
| +22% | +$543K | 1.36% | 14 |
|
|
2023
Q4 | $1.97M | Sell |
12,974
-274
| -2% | -$41.6K | 0.94% | 16 |
|
|
2023
Q3 | $1.68M | Buy |
13,248
+1,130
| +9% | +$144K | 0.91% | 15 |
|
|
2023
Q2 | $1.58M | Buy |
12,118
+666
| +6% | +$86.8K | 0.83% | 16 |
|
|
2023
Q1 | $1.18M | Sell |
11,452
-734
| -6% | -$75.8K | 0.63% | 20 |
|
|
2022
Q4 | $1.02M | Buy |
12,186
+443
| +4% | +$37.2K | 0.59% | 23 |
|
|
2022
Q3 | $1.33M | Buy |
11,743
+934
| +9% | +$106K | 1.21% | 13 |
|
|
2022
Q2 | $1.19M | Buy |
10,809
+29
| +0.3% | +$3.2K | 0.99% | 21 |
|
|
2022
Q1 | $1.76M | Buy |
10,780
+1,080
| +11% | +$176K | 1.37% | 13 |
|
|
2021
Q4 | $1.62M | Buy |
9,700
+720
| +8% | +$120K | 1.06% | 16 |
|
|
2021
Q3 | $1.48M | Sell |
8,980
-80
| -0.9% | -$13.1K | 0.98% | 15 |
|
|
2021
Q2 | $1.53M | Buy |
9,060
+1,780
| +24% | +$300K | 1.05% | 15 |
|
|
2021
Q1 | $1.13M | Buy |
+7,280
| New | +$1.13M | 0.97% | 16 |
|