Lutz Financial Services’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$737K Sell
2025
Q1
$643K Buy
2024
Q4
$721K Buy
2024
Q3
$609K Buy
2024
Q2
$590K Hold
2024
Q1
$551K Buy
2023
Q4
$455K Sell
2023
Q3
$440K Buy
2023
Q2
$401K Sell
2023
Q1
$321K Buy
2022
Q4
$259K Sell
2022
Q3
$356K Buy
2018
Q1
Sell
2017
Q4
$1.17M Buy