Mosaic Financial Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.45M Hold
6,592
1.11% 22
2025
Q1
$1.25M Sell
6,592
-680
-9% -$129K 1.02% 24
2024
Q4
$1.6M Sell
7,272
-1,083
-13% -$238K 1.14% 20
2024
Q3
$1.56M Sell
8,355
-5,951
-42% -$1.11M 1.11% 21
2024
Q2
$2.77M Buy
14,306
+868
+6% +$168K 1.99% 10
2024
Q1
$2.42M Buy
+13,438
New +$2.42M 1.94% 10