McCarter Private Wealth 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
$2.3M Sell
10,480
-22
-0.2% -$4.83K 1.31% 26
2025
Q1
$2M Buy
10,502
+630
+6% +$120K 1.31% 26
2024
Q4
$2.17M Buy
9,872
+997
+11% +$219K 1.37% 24
2024
Q3
$1.65M Buy
+8,875
New +$1.65M 1.05% 30