FP
Fiduciary Planning’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
16,745
-144
| -0.9% | -$31.6K | 1.22% | 18 |
|
|
2025
Q1 | $3.21M | Buy |
16,889
+1,215
| +8% | +$231K | 1.06% | 19 |
|
|
2024
Q4 | $3.44M | Buy |
15,674
+6,782
| +76% | +$1.49M | 1.12% | 18 |
|
|
2024
Q3 | $1.66M | Buy |
8,892
+4,033
| +83% | +$751K | 0.56% | 26 |
|
|
2024
Q2 | $939K | Sell |
4,859
-673
| -12% | -$130K | 0.34% | 32 |
|
|
2024
Q1 | $998K | Buy |
5,532
+1,261
| +30% | +$227K | 0.38% | 29 |
|
|
2023
Q4 | $649K | Buy |
4,271
+2,123
| +99% | +$323K | 0.28% | 35 |
|
|
2023
Q3 | $273K | Buy |
+2,148
| New | +$273K | 0.13% | 57 |
|
|
2022
Q4 | – | Sell |
-8,877
| Closed | -$1M | – | 43 |
|
|
2022
Q3 | $1M | Sell |
8,877
-66
| -0.7% | -$7.46K | 0.51% | 17 |
|
|
2022
Q2 | $950K | Buy |
8,943
+8,594
| +2,462% | +$913K | 0.47% | 24 |
|
|
2022
Q1 | $1.14M | Buy |
349
+5
| +1% | +$16.3K | 0.62% | 13 |
|
|
2021
Q4 | $1.15M | Sell |
344
-429
| -55% | -$1.43M | 0.65% | 14 |
|
|
2021
Q3 | $2.54M | Buy |
773
+219
| +40% | +$719K | 1.35% | 13 |
|
|
2021
Q2 | $1.91M | Sell |
554
-25
| -4% | -$86K | 1.65% | 13 |
|
|
2021
Q1 | $1.79M | Buy |
579
+35
| +6% | +$108K | 2.71% | 15 |
|
|
2020
Q4 | $1.77M | Buy |
544
+22
| +4% | +$71.7K | 2.5% | 12 |
|
|
2020
Q3 | $1.64M | Buy |
522
+17
| +3% | +$53.5K | 2.71% | 9 |
|
|
2020
Q2 | $1.6M | Sell |
505
-54
| -10% | -$171K | 3.52% | 6 |
|
|
2020
Q1 | $1.09M | Sell |
559
-157
| -22% | -$306K | 2.04% | 14 |
|
|
2019
Q4 | $1.33M | Buy |
+716
| New | +$1.33M | 1.23% | 14 |
|