Holistic Planning’s Amazon AMZN Stock Holding History

Holistic Planning’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.97M	Buy
2025 Q2	$4.92M	Buy
2025 Q1	$3.11M	Buy
2024 Q4	$3.52M	Buy
2024 Q3	$2.92M	Buy
2024 Q2	$2.46M	Hold
2024 Q1	$2.46M	Sell
2023 Q4	$2.1M	Buy