Financial Synergies Wealth Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $912K | Buy |
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|
2025
Q2 | $886K | Buy |
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|
2025
Q1 | $731K | Buy |
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|
2024
Q4 | $761K | Sell |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $425K | Sell |
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|
2023
Q2 | $527K | Sell |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q4 | $281K | Hold |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $397K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $328K | Sell |
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|
2020
Q1 | $253K | Buy |
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