Financial Synergies Wealth 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 | $886K | Buy |
4,039
+194
| +5% | +$42.6K | 0.1% | 53 |
|
|
2025
Q1 | $731K | Buy |
3,845
+375
| +11% | +$71.3K | 0.09% | 47 |
|
|
2024
Q4 | $761K | Sell |
3,470
-174
| -5% | -$38.2K | 0.09% | 46 |
|
|
2024
Q3 | $679K | Buy |
3,644
+275
| +8% | +$51.2K | 0.08% | 46 |
|
|
2024
Q2 | $651K | Sell |
3,369
-26
| -0.8% | -$5.02K | 0.09% | 46 |
|
|
2024
Q1 | $612K | Buy |
3,395
+53
| +2% | +$9.56K | 0.08% | 48 |
|
|
2023
Q4 | $281K | Buy |
3,342
+1
| +0% | +$84 | 0.04% | 59 |
|
|
2023
Q3 | $425K | Sell |
3,341
-700
| -17% | -$89K | 0.06% | 56 |
|
|
2023
Q2 | $527K | Sell |
4,041
-1
| -0% | -$130 | 0.07% | 50 |
|
|
2023
Q1 | $417K | Buy |
4,042
+700
| +21% | +$72.3K | 0.06% | 55 |
|
|
2022
Q4 | $281K | Hold |
3,342
| – | – | 0.04% | 59 |
|
|
2022
Q3 | $378K | Buy |
3,342
+2
| +0.1% | +$226 | 0.06% | 54 |
|
|
2022
Q2 | $355K | Buy |
+3,340
| New | +$355K | 0.06% | 55 |
|
|
2021
Q4 | – | Sell |
-2,420
| Closed | -$397K | – | 68 |
|
|
2021
Q3 | $397K | Buy |
+2,420
| New | +$397K | 0.05% | 50 |
|
|
2020
Q3 | – | Sell |
-2,380
| Closed | -$328K | – | 61 |
|
|
2020
Q2 | $328K | Sell |
2,380
-220
| -8% | -$30.3K | 0.11% | 44 |
|
|
2020
Q1 | $253K | Buy |
+2,600
| New | +$253K | 0.14% | 31 |
|