Holistic Financial Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Buy |
14,037
+507
| +4% | +$111K | 1.35% | 19 |
|
|
2025
Q1 | $2.57M | Sell |
13,530
-893
| -6% | -$170K | 1.24% | 18 |
|
|
2024
Q4 | $3.16M | Sell |
14,423
-437
| -3% | -$95.9K | 1.57% | 16 |
|
|
2024
Q3 | $2.77M | Sell |
14,860
-52
| -0.3% | -$9.69K | 1.33% | 17 |
|
|
2024
Q2 | $2.88M | Buy |
14,912
+1,657
| +13% | +$320K | 1.45% | 14 |
|
|
2024
Q1 | $2.39M | Buy |
13,255
+114
| +0.9% | +$20.6K | 1.21% | 15 |
|
|
2023
Q4 | $2M | Sell |
13,141
-324
| -2% | -$49.2K | 1.2% | 16 |
|
|
2023
Q3 | $1.71M | Sell |
13,465
-265
| -2% | -$33.7K | 1.14% | 16 |
|
|
2023
Q2 | $1.79M | Buy |
13,730
+272
| +2% | +$35.5K | 1.24% | 17 |
|
|
2023
Q1 | $1.39M | Sell |
13,458
-798
| -6% | -$82.4K | 1.09% | 16 |
|
|
2022
Q4 | $1.2M | Sell |
14,256
-33
| -0.2% | -$2.77K | 1.07% | 15 |
|
|
2022
Q3 | $1.62M | Buy |
14,289
+112
| +0.8% | +$12.7K | 1.6% | 10 |
|
|
2022
Q2 | $1.51M | Buy |
14,177
+537
| +4% | +$57K | 1.42% | 10 |
|
|
2022
Q1 | $2.22M | Buy |
13,640
+1,480
| +12% | +$241K | 1.41% | 17 |
|
|
2021
Q4 | $2.03M | Buy |
12,160
+80
| +0.7% | +$13.3K | 1.18% | 17 |
|
|
2021
Q3 | $1.98M | Buy |
12,080
+60
| +0.5% | +$9.85K | 1.22% | 15 |
|
|
2021
Q2 | $2.07M | Buy |
12,020
+120
| +1% | +$20.6K | 1.23% | 15 |
|
|
2021
Q1 | $1.84M | Buy |
11,900
+4,920
| +70% | +$761K | 1.21% | 14 |
|
|
2020
Q4 | $1.14M | Sell |
6,980
-200
| -3% | -$32.6K | 0.78% | 21 |
|
|
2020
Q3 | $1.13M | Buy |
7,180
+2,320
| +48% | +$365K | 0.91% | 19 |
|
|
2020
Q2 | $670K | Sell |
4,860
-2,400
| -33% | -$331K | 0.58% | 25 |
|
|
2020
Q1 | $708K | Buy |
7,260
+300
| +4% | +$29.3K | 0.73% | 23 |
|
|
2019
Q4 | $643K | Buy |
6,960
+420
| +6% | +$38.8K | 0.38% | 33 |
|
|
2019
Q3 | $566K | Buy |
6,540
+2,840
| +77% | +$246K | 0.5% | 27 |
|
|
2019
Q2 | $350K | Sell |
3,700
-2,680
| -42% | -$254K | 0.35% | 38 |
|
|
2019
Q1 | $568K | Sell |
6,380
-360
| -5% | -$32.1K | 0.24% | 48 |
|
|
2018
Q4 | $506K | Buy |
6,740
+400
| +6% | +$30K | 0.53% | 26 |
|
|
2018
Q3 | $635K | Buy |
+6,340
| New | +$635K | 0.59% | 25 |
|
|
2018
Q2 | – | Sell |
-4,000
| Closed | -$289K | – | 53 |
|
|
2018
Q1 | $289K | Sell |
4,000
-300
| -7% | -$21.7K | 0.24% | 45 |
|
|
2017
Q4 | $251K | Buy |
+4,300
| New | +$251K | 0.21% | 54 |
|