Morling Financial 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 | $1.88M | Sell |
8,587
-2,690
| -24% | -$590K | 0.62% | 20 |
|
|
2025
Q1 | $2.15M | Buy |
11,277
+2,601
| +30% | +$495K | 0.74% | 20 |
|
|
2024
Q4 | $1.9M | Buy |
8,676
+104
| +1% | +$22.8K | 0.66% | 20 |
|
|
2024
Q3 | $1.6M | Buy |
8,572
+1,568
| +22% | +$292K | 0.61% | 20 |
|
|
2024
Q2 | $1.35M | Buy |
7,004
+686
| +11% | +$133K | 0.59% | 21 |
|
|
2024
Q1 | $1.14M | Sell |
6,318
-560
| -8% | -$101K | 0.65% | 22 |
|
|
2023
Q4 | $1.05M | Buy |
6,878
+160
| +2% | +$24.3K | 0.84% | 21 |
|
|
2023
Q3 | $854K | Sell |
6,718
-89
| -1% | -$11.3K | 0.85% | 22 |
|
|
2023
Q2 | $887K | Sell |
6,807
-161
| -2% | -$21K | 0.85% | 24 |
|
|
2023
Q1 | $720K | Buy |
6,968
+348
| +5% | +$35.9K | 0.78% | 27 |
|
|
2022
Q4 | $556K | Buy |
6,620
+500
| +8% | +$42K | 0.71% | 30 |
|
|
2022
Q3 | $692K | Hold |
6,120
| – | – | 0.94% | 25 |
|
|
2022
Q2 | $650K | Buy |
6,120
+180
| +3% | +$19.1K | 0.85% | 27 |
|
|
2022
Q1 | $968K | Buy |
5,940
+20
| +0.3% | +$3.26K | 1.22% | 18 |
|
|
2021
Q4 | $987K | Buy |
+5,920
| New | +$987K | 0.94% | 15 |
|