Lutz Financial Services’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $737K | Sell |
3,361
-16
| -0.5% | -$3.51K | 0.06% | 64 |
|
|
2025
Q1 | $643K | Buy |
3,377
+89
| +3% | +$16.9K | 0.05% | 67 |
|
|
2024
Q4 | $721K | Buy |
3,288
+18
| +0.6% | +$3.95K | 0.06% | 67 |
|
|
2024
Q3 | $609K | Buy |
3,270
+217
| +7% | +$40.4K | 0.05% | 67 |
|
|
2024
Q2 | $590K | Hold |
3,053
| – | – | 0.05% | 68 |
|
|
2024
Q1 | $551K | Buy |
3,053
+57
| +2% | +$10.3K | 0.05% | 68 |
|
|
2023
Q4 | $455K | Sell |
2,996
-467
| -13% | -$71K | 0.04% | 69 |
|
|
2023
Q3 | $440K | Buy |
3,463
+386
| +13% | +$49.1K | 0.05% | 64 |
|
|
2023
Q2 | $401K | Sell |
3,077
-27
| -0.9% | -$3.52K | 0.04% | 65 |
|
|
2023
Q1 | $321K | Buy |
3,104
+21
| +0.7% | +$2.17K | 0.04% | 68 |
|
|
2022
Q4 | $259K | Sell |
3,083
-65
| -2% | -$5.46K | 0.03% | 71 |
|
|
2022
Q3 | $356K | Buy |
+3,148
| New | +$356K | 0.05% | 63 |
|
|
2018
Q1 | – | Sell |
-20,060
| Closed | -$1.17M | – | 44 |
|
|
2017
Q4 | $1.17M | Buy |
+20,060
| New | +$1.17M | 0.34% | 31 |
|