Financial Planning & Information Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $341K | Sell |
1,830
-119
| -6% | -$22.2K | 0.05% | 70 |
|
|
2024
Q2 | $377K | Sell |
1,949
-28
| -1% | -$5.41K | 0.06% | 61 |
|
|
2024
Q1 | $357K | Buy |
1,977
+24
| +1% | +$4.33K | 0.05% | 68 |
|
|
2023
Q4 | $297K | Hold |
1,953
| – | – | 0.05% | 72 |
|
|
2023
Q3 | $248K | Sell |
1,953
-377
| -16% | -$47.9K | 0.05% | 74 |
|
|
2023
Q2 | $304K | Buy |
2,330
+140
| +6% | +$18.3K | 0.06% | 71 |
|
|
2023
Q1 | $226K | Buy |
+2,190
| New | +$226K | 0.04% | 78 |
|
|
2022
Q4 | – | Sell |
-2,189
| Closed | -$247K | – | 83 |
|
|
2022
Q3 | $247K | Buy |
2,189
+148
| +7% | +$16.7K | 0.06% | 70 |
|
|
2022
Q2 | $217K | Buy |
2,041
+441
| +28% | +$46.9K | 0.05% | 71 |
|
|
2022
Q1 | $260K | Buy |
+1,600
| New | +$260K | 0.06% | 69 |
|
|
2021
Q1 | – | Sell |
-1,620
| Closed | -$263K | – | 70 |
|
|
2020
Q4 | $263K | Buy |
1,620
+200
| +14% | +$32.5K | 0.09% | 60 |
|
|
2020
Q3 | $224K | Buy |
+1,420
| New | +$224K | 0.09% | 61 |
|