Lakeshore Financial 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 | $603K | Hold |
2,748
| – | – | 0.24% | 32 |
|
|
2025
Q1 | $523K | Hold |
2,748
| – | – | 0.22% | 32 |
|
|
2024
Q4 | $603K | Sell |
2,748
-30
| -1% | -$6.58K | 0.26% | 29 |
|
|
2024
Q3 | $518K | Buy |
2,778
+388
| +16% | +$72.3K | 0.23% | 31 |
|
|
2024
Q2 | $462K | Sell |
2,390
-40
| -2% | -$7.73K | 0.23% | 32 |
|
|
2024
Q1 | $438K | Buy |
2,430
+80
| +3% | +$14.4K | 0.22% | 33 |
|
|
2023
Q4 | $357K | Sell |
2,350
-503
| -18% | -$76.4K | 0.2% | 38 |
|
|
2023
Q3 | $363K | Buy |
+2,853
| New | +$363K | 0.21% | 38 |
|