Levy Wealth Management Group’s Amazon AMZN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.72M	Buy	8,887 +106	+1%	+$19.5K	0.44%	25
2024 Q1	$1.33M	Hold	8,781	–	–	0.37%	34
2023 Q4	$1.33M	Hold	8,781	–	–	0.37%	34
2023 Q3	$1.12M	Hold	8,781	–	–	0.35%	38
2023 Q2	$1.14M	Hold	8,781	–	–	0.34%	38
2023 Q1	$907K	Buy	8,781 +1,937	+28%	+$187K	0.28%	41
2022 Q4	$575K	Sell	6,844 -416	-6%	-$41.1K	0.19%	48
2022 Q3	$820K	Buy	7,260 +2,560	+54%	+$324K	0.35%	33
2022 Q2	$499K	Buy	4,700 +480	+11%	+$60.1K	0.23%	43
2022 Q1	$688K	Sell	4,220 -580	-12%	-$89.6K	0.29%	33
2021 Q4	$800K	Sell	4,800 -100	-2%	-$17.1K	0.36%	32
2021 Q3	$805K	Buy	4,900 +500	+11%	+$86.2K	0.44%	30
2021 Q2	$757K	Buy	4,400 +200	+5%	+$33.2K	0.44%	31
2021 Q1	$650K	Sell	4,200 -1,880	-31%	-$298K	0.43%	32
2020 Q4	$990K	Buy	+6,080	New	+$970K	0.7%	24