LifePlan Investment 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
$923K Buy
4,209
+113
+3% +$24.8K 0.46% 59
2025
Q1
$779K Sell
4,096
-82
-2% -$15.6K 0.45% 58
2024
Q4
$917K Buy
4,178
+273
+7% +$59.9K 0.57% 45
2024
Q3
$728K Buy
3,905
+35
+0.9% +$6.52K 0.47% 49
2024
Q2
$748K Buy
3,870
+130
+3% +$25.1K 0.54% 44
2024
Q1
$675K Buy
3,740
+524
+16% +$94.5K 0.54% 44
2023
Q4
$489K Buy
3,216
+322
+11% +$48.9K 0.45% 41
2023
Q3
$368K Buy
2,894
+484
+20% +$61.5K 0.39% 43
2023
Q2
$314K Buy
+2,410
New +$314K 0.35% 45