Investments & Financial Planning LLC’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,909
+25
| +1% | +$5.49K | 0.24% | 25 |
|
|
2025
Q1 | $358K | Hold |
1,884
| – | – | 0.23% | 25 |
|
|
2024
Q4 | $413K | Hold |
1,884
| – | – | 0.25% | 24 |
|
|
2024
Q3 | $351K | Buy |
1,884
+2
| +0.1% | +$373 | 0.22% | 27 |
|
|
2024
Q2 | $364K | Hold |
1,882
| – | – | 0.24% | 26 |
|
|
2024
Q1 | $339K | Hold |
1,882
| – | – | 0.23% | 27 |
|
|
2023
Q4 | $286K | Buy |
1,882
+50
| +3% | +$7.6K | 0.21% | 28 |
|
|
2023
Q3 | $233K | Buy |
1,832
+7
| +0.4% | +$890 | 0.21% | 32 |
|
|
2023
Q2 | $238K | Buy |
+1,825
| New | +$238K | 0.21% | 32 |
|