Marshall Financial Group (Maryland)’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.39M Sell
10,715
-467
-4% -$104K 0.47% 41
2025
Q1
$2.13M Sell
11,182
-49
-0.4% -$9.32K 0.46% 46
2024
Q4
$2.46M Buy
11,231
+636
+6% +$140K 0.6% 34
2024
Q3
$1.97M Buy
10,595
+3,497
+49% +$652K 0.47% 50
2024
Q2
$1.37M Buy
7,098
+125
+2% +$24.2K 0.38% 67
2024
Q1
$1.26M Sell
6,973
-135
-2% -$24.4K 0.36% 70
2023
Q4
$1.08M Buy
7,108
+285
+4% +$43.3K 0.35% 71
2023
Q3
$867K Sell
6,823
-340
-5% -$43.2K 0.31% 81
2023
Q2
$934K Sell
7,163
-723
-9% -$94.3K 0.32% 78
2023
Q1
$815K Sell
7,886
-67
-0.8% -$6.92K 0.29% 88
2022
Q4
$668K Buy
7,953
+55
+0.7% +$4.62K 0.26% 118
2022
Q3
$892K Buy
7,898
+97
+1% +$11K 0.38% 78
2022
Q2
$829K Buy
7,801
+21
+0.3% +$2.23K 0.33% 98
2022
Q1
$1.27M Sell
7,780
-400
-5% -$65.2K 0.52% 61
2021
Q4
$1.36M Buy
8,180
+2,020
+33% +$337K 0.5% 63
2021
Q3
$1.01M Buy
6,160
+60
+1% +$9.86K 0.52% 57
2021
Q2
$1.05M Buy
6,100
+440
+8% +$75.7K 0.57% 52
2021
Q1
$876K Buy
5,660
+240
+4% +$37.1K 0.52% 74
2020
Q4
$883K Buy
+5,420
New +$883K 0.58% 71