LGT 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 | $330K | Sell |
1,503
-302
| -17% | -$66.3K | 0.84% | 28 |
|
|
2025
Q1 | $343K | Sell |
1,805
-1,180
| -40% | -$225K | 1.05% | 23 |
|
|
2024
Q4 | $655K | Buy |
2,985
+845
| +39% | +$185K | 1.45% | 16 |
|
|
2024
Q3 | $399K | Sell |
2,140
-1,494
| -41% | -$278K | 0.98% | 22 |
|
|
2024
Q2 | $702K | Sell |
3,634
-2,159
| -37% | -$417K | 1.48% | 12 |
|
|
2024
Q1 | $1.04M | Sell |
5,793
-255
| -4% | -$46K | 1.21% | 14 |
|
|
2023
Q4 | $919K | Sell |
6,048
-569
| -9% | -$86.5K | 1.12% | 15 |
|
|
2023
Q3 | $841K | Sell |
6,617
-466
| -7% | -$59.2K | 1.07% | 16 |
|
|
2023
Q2 | $923K | Sell |
7,083
-514
| -7% | -$67K | 0.98% | 29 |
|
|
2023
Q1 | $785K | Sell |
7,597
-187
| -2% | -$19.3K | 1.46% | 14 |
|
|
2022
Q4 | $654K | Buy |
+7,784
| New | +$654K | 0.77% | 24 |
|