Financial Symmetry’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
3,379
+22
| +0.7% | +$4.83K | 0.38% | 22 |
|
|
2025
Q1 | $639K | Buy |
3,357
+178
| +6% | +$33.9K | 0.39% | 22 |
|
|
2024
Q4 | $697K | Hold |
3,179
| – | – | 0.47% | 22 |
|
|
2024
Q3 | $592K | Hold |
3,179
| – | – | 0.41% | 23 |
|
|
2024
Q2 | $614K | Sell |
3,179
-75
| -2% | -$14.5K | 0.48% | 22 |
|
|
2024
Q1 | $587K | Buy |
3,254
+870
| +36% | +$157K | 0.51% | 21 |
|
|
2023
Q4 | $362K | Buy |
+2,384
| New | +$362K | 0.36% | 23 |
|