Intergy Private Wealth’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
4,505
+640
| +17% | +$140K | 0.34% | 44 |
|
|
2025
Q1 | $735K | Buy |
3,865
+979
| +34% | +$186K | 0.28% | 50 |
|
|
2024
Q4 | $633K | Buy |
2,886
+118
| +4% | +$25.9K | 0.24% | 60 |
|
|
2024
Q3 | $516K | Buy |
2,768
+413
| +18% | +$77K | 0.2% | 60 |
|
|
2024
Q2 | $455K | Buy |
2,355
+235
| +11% | +$45.4K | 0.19% | 59 |
|
|
2024
Q1 | $382K | Buy |
2,120
+230
| +12% | +$41.5K | 0.16% | 65 |
|
|
2023
Q4 | $287K | Sell |
1,890
-166
| -8% | -$25.2K | 0.12% | 66 |
|
|
2023
Q3 | $261K | Sell |
2,056
-9
| -0.4% | -$1.14K | 0.13% | 64 |
|
|
2023
Q2 | $269K | Buy |
2,065
+79
| +4% | +$10.3K | 0.13% | 64 |
|
|
2023
Q1 | $205K | Buy |
+1,986
| New | +$205K | 0.11% | 67 |
|