Holistic Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.92M | Buy |
22,443
+6,121
| +38% | +$1.34M | 1.41% | 17 |
|
|
2025
Q1 | $3.11M | Buy |
16,322
+276
| +2% | +$52.5K | 1.05% | 19 |
|
|
2024
Q4 | $3.52M | Buy |
16,046
+377
| +2% | +$82.7K | 1.28% | 16 |
|
|
2024
Q3 | $2.92M | Buy |
15,669
+2,045
| +15% | +$381K | 1.23% | 18 |
|
|
2024
Q2 | $2.46M | Hold |
13,624
| – | – | 1.89% | 11 |
|
|
2024
Q1 | $2.46M | Sell |
13,624
-200
| -1% | -$36.1K | 1.88% | 11 |
|
|
2023
Q4 | $2.1M | Buy |
+13,824
| New | +$2.1M | 1.77% | 14 |
|