Partners in Financial Planning’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.35M Hold
6,132
0.25% 39
2025
Q1
$1.17M Hold
6,132
0.23% 41
2024
Q4
$1.35M Hold
6,132
0.27% 38
2024
Q3
$1.14M Hold
6,132
0.23% 43
2024
Q2
$1.19M Buy
6,132
+54
+0.9% +$10.4K 0.26% 42
2024
Q1
$1.1M Sell
6,078
-203
-3% -$36.6K 0.24% 45
2023
Q4
$954K Sell
6,281
-196
-3% -$29.8K 0.22% 46
2023
Q3
$823K Sell
6,477
-437
-6% -$55.6K 0.21% 47
2023
Q2
$901K Hold
6,914
0.23% 46
2023
Q1
$714K Hold
6,914
0.19% 49
2022
Q4
$593K Buy
6,914
+236
+4% +$20.3K 0.16% 54
2022
Q3
$629K Hold
6,678
0.18% 52
2022
Q2
$890K Sell
6,678
-142
-2% -$18.9K 0.28% 36
2022
Q1
$984K Hold
6,820
0.31% 33
2021
Q4
$1.05M Hold
6,820
0.32% 32
2021
Q3
$1.12M Hold
6,820
0.35% 29
2021
Q2
$1.17M Buy
+6,820
New +$1.17M 0.37% 29