Ledgewood Wealth 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 | $788K | Hold |
3,594
| – | – | 0.5% | 32 |
|
|
2025
Q1 | $684K | Hold |
3,594
| – | – | 0.44% | 34 |
|
|
2024
Q4 | $788K | Sell |
3,594
-38
| -1% | -$8.34K | 0.51% | 31 |
|
|
2024
Q3 | $677K | Hold |
3,632
| – | – | 0.46% | 29 |
|
|
2024
Q2 | $702K | Hold |
3,632
| – | – | 0.61% | 26 |
|
|
2024
Q1 | $655K | Sell |
3,632
-200
| -5% | -$36.1K | 0.61% | 26 |
|
|
2023
Q4 | $582K | Buy |
+3,832
| New | +$582K | 0.54% | 27 |
|