Optivise Advisory 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	$1.02M	Buy	4,633 +646	+16%	+$142K	0.52%	52
2025 Q1	$759K	Sell	3,987 -563	-12%	-$107K	0.43%	61
2024 Q4	$1.01M	Buy	4,550 +1,064	+31%	+$235K	0.54%	50
2024 Q3	$649K	Sell	3,486 -403	-10%	-$75.1K	0.34%	64
2024 Q2	$752K	Buy	+3,889	New	+$752K	0.41%	63