Kapstone Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.94M | Buy |
8,833
+144
| +2% | +$31.6K | 0.97% | 20 |
|
|
2025
Q1 | $1.65M | Buy |
8,689
+1,160
| +15% | +$221K | 0.94% | 20 |
|
|
2024
Q4 | $1.78M | Sell |
7,529
-531
| -7% | -$126K | 0.95% | 21 |
|
|
2024
Q3 | $1.52M | Buy |
8,060
+75
| +0.9% | +$14.1K | 0.92% | 22 |
|
|
2024
Q2 | $1.54M | Hold |
7,985
| – | – | 1.01% | 20 |
|
|
2024
Q1 | $1.44M | Buy |
7,985
+330
| +4% | +$59.5K | 0.98% | 22 |
|
|
2023
Q4 | $1.21M | Buy |
7,655
+387
| +5% | +$61K | 0.95% | 23 |
|
|
2023
Q3 | $924K | Sell |
7,268
-365
| -5% | -$46.4K | 0.83% | 27 |
|
|
2023
Q2 | $1.01M | Buy |
7,633
+103
| +1% | +$13.6K | 0.83% | 25 |
|
|
2023
Q1 | $771K | Buy |
7,530
+650
| +9% | +$66.6K | 0.7% | 30 |
|
|
2022
Q4 | $777K | Buy |
+6,880
| New | +$777K | 0.71% | 28 |
|