Lauterbach 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 | $1.07M | Sell |
4,886
-1
| -0% | -$219 | 0.59% | 25 |
|
|
2025
Q1 | $930K | Sell |
4,887
-1,602
| -25% | -$305K | 0.58% | 26 |
|
|
2024
Q4 | $1.42M | Hold |
6,489
| – | – | 0.86% | 19 |
|
|
2024
Q3 | $1.21M | Hold |
6,489
| – | – | 0.74% | 21 |
|
|
2024
Q2 | $1.09M | Sell |
6,489
-217
| -3% | -$36.4K | 0.72% | 22 |
|
|
2024
Q1 | $1.21M | Buy |
6,706
+700
| +12% | +$126K | 0.79% | 21 |
|
|
2023
Q4 | $913K | Hold |
6,006
| – | – | 0.64% | 21 |
|
|
2023
Q3 | $763K | Sell |
6,006
-100
| -2% | -$12.7K | 0.6% | 21 |
|
|
2023
Q2 | $796K | Sell |
6,106
-194
| -3% | -$25.3K | 0.61% | 21 |
|
|
2023
Q1 | $651K | Buy |
6,300
+150
| +2% | +$15.5K | 0.53% | 24 |
|
|
2022
Q4 | $517K | Buy |
6,150
+350
| +6% | +$29.4K | 0.46% | 28 |
|
|
2022
Q3 | $655K | Buy |
5,800
+146
| +3% | +$16.5K | 0.67% | 21 |
|
|
2022
Q2 | $601K | Buy |
5,654
+694
| +14% | +$73.8K | 0.57% | 22 |
|
|
2022
Q1 | $808K | Buy |
4,960
+2,540
| +105% | +$414K | 0.73% | 18 |
|
|
2021
Q4 | $403K | Buy |
+2,420
| New | +$403K | 0.36% | 28 |
|