LifePlan Financial’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.19M Buy
5,425
+445
+9% +$97.6K 0.99% 28
2025
Q1
$947K Sell
4,980
-456
-8% -$86.8K 0.83% 40
2024
Q4
$1.19M Sell
5,436
-619
-10% -$136K 1.05% 27
2024
Q3
$1.13M Sell
6,055
-64
-1% -$11.9K 0.97% 28
2024
Q2
$1.18M Sell
6,119
-711
-10% -$137K 1.09% 25
2024
Q1
$1.23M Sell
6,830
-1,567
-19% -$283K 1.13% 26
2023
Q4
$1.28M Buy
+8,397
New +$1.28M 1.28% 22