MPS Loria Financial Planners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
8,083
-3,055
| -27% | -$670K | 0.52% | 18 |
|
|
2025
Q1 | $2.12M | Sell |
11,138
-33
| -0.3% | -$6.28K | 0.63% | 16 |
|
|
2024
Q4 | $2.45M | Buy |
11,171
+265
| +2% | +$58.1K | 0.73% | 13 |
|
|
2024
Q3 | $2.03M | Sell |
10,906
-285
| -3% | -$53.1K | 0.61% | 14 |
|
|
2024
Q2 | $2.16M | Buy |
11,191
+468
| +4% | +$90.4K | 0.7% | 14 |
|
|
2024
Q1 | $1.93M | Sell |
10,723
-76
| -0.7% | -$13.7K | 0.65% | 17 |
|
|
2023
Q4 | $1.64M | Buy |
10,799
+41
| +0.4% | +$6.23K | 0.58% | 16 |
|
|
2023
Q3 | $1.37M | Hold |
10,758
| – | – | 0.54% | 17 |
|
|
2023
Q2 | $1.4M | Sell |
10,758
-281
| -3% | -$36.6K | 0.53% | 19 |
|
|
2023
Q1 | $1.14M | Sell |
11,039
-1
| -0% | -$103 | 0.46% | 20 |
|
|
2022
Q4 | $927K | Sell |
11,040
-119
| -1% | -$10K | 0.41% | 26 |
|
|
2022
Q3 | $1.26M | Buy |
11,159
+215
| +2% | +$24.3K | 0.49% | 18 |
|
|
2022
Q2 | $1.16M | Sell |
10,944
-196
| -2% | -$20.8K | 0.52% | 18 |
|
|
2022
Q1 | $1.82M | Sell |
11,140
-400
| -3% | -$65.2K | 0.76% | 12 |
|
|
2021
Q4 | $1.92M | Buy |
11,540
+140
| +1% | +$23.3K | 0.78% | 13 |
|
|
2021
Q3 | $1.87M | Buy |
11,400
+80
| +0.7% | +$13.1K | 0.86% | 11 |
|
|
2021
Q2 | $1.95M | Buy |
11,320
+580
| +5% | +$99.8K | 0.9% | 10 |
|
|
2021
Q1 | $1.66M | Sell |
10,740
-760
| -7% | -$118K | 0.77% | 11 |
|
|
2020
Q4 | $1.83M | Buy |
11,500
+1,320
| +13% | +$210K | 0.82% | 12 |
|
|
2020
Q3 | $1.6M | Buy |
10,180
+260
| +3% | +$40.9K | 0.83% | 14 |
|
|
2020
Q2 | $1.37M | Sell |
9,920
-80
| -0.8% | -$11K | 0.73% | 14 |
|
|
2020
Q1 | $974K | Buy |
10,000
+840
| +9% | +$81.8K | 0.75% | 19 |
|
|
2019
Q4 | $846K | Hold |
9,160
| – | – | 0.5% | 24 |
|
|
2019
Q3 | $795K | Buy |
9,160
+40
| +0.4% | +$3.47K | 0.52% | 22 |
|
|
2019
Q2 | $863K | Sell |
9,120
-240
| -3% | -$22.7K | 0.55% | 23 |
|
|
2019
Q1 | $833K | Buy |
9,360
+840
| +10% | +$74.8K | 0.55% | 24 |
|
|
2018
Q4 | $639K | Buy |
8,520
+780
| +10% | +$58.5K | 0.46% | 27 |
|
|
2018
Q3 | $775K | Sell |
7,740
-480
| -6% | -$48.1K | 0.48% | 25 |
|
|
2018
Q2 | $699K | Buy |
8,220
+940
| +13% | +$79.9K | 0.7% | 24 |
|
|
2018
Q1 | $527K | Buy |
7,280
+3,120
| +75% | +$226K | 0.37% | 29 |
|
|
2017
Q4 | $243K | Buy |
+4,160
| New | +$243K | 0.17% | 66 |
|
|
2017
Q3 | – | Sell |
-3,280
| Closed | -$161K | – | 87 |
|
|
2017
Q2 | $161K | Buy |
+3,280
| New | +$161K | 0.11% | 83 |
|