PDS Planning’s Amazon AMZN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.4M	Buy	61,021 +8,907	+17%	+$1.95M	1%	22
2025 Q1	$9.92M	Buy	52,114 +6,057	+13%	+$1.15M	0.84%	27
2024 Q4	$10.1M	Buy	46,057 +609	+1%	+$134K	0.9%	25
2024 Q3	$8.47M	Buy	45,448 +1,045	+2%	+$195K	0.76%	27
2024 Q2	$8.58M	Buy	44,403 +3,667	+9%	+$709K	0.87%	23
2024 Q1	$7.35M	Buy	40,736 +1,670	+4%	+$301K	0.77%	27
2023 Q4	$5.94M	Buy	39,066 +894	+2%	+$136K	0.68%	29
2023 Q3	$4.85M	Buy	38,172 +884	+2%	+$112K	0.63%	32
2023 Q2	$4.86M	Buy	37,288 +2,639	+8%	+$344K	0.62%	32
2023 Q1	$3.58M	Buy	34,649 +15,254	+79%	+$1.58M	0.49%	37
2022 Q4	$1.63M	Sell	19,395 -1,265	-6%	-$106K	0.26%	49
2022 Q3	$2.34M	Sell	20,660 -2,023	-9%	-$229K	0.43%	38
2022 Q2	$2.41M	Buy	22,683 +21,518	+1,847%	+$2.29M	0.44%	40
2022 Q1	$3.8M	Buy	1,165 +70	+6%	+$228K	0.67%	30
2021 Q4	$3.65M	Buy	1,095 +82	+8%	+$273K	0.7%	34
2021 Q3	$3.33M	Buy	1,013 +23	+2%	+$75.6K	0.77%	33
2021 Q2	$3.41M	Buy	990 +81	+9%	+$279K	0.83%	33
2021 Q1	$2.81M	Buy	909 +25	+3%	+$77.4K	0.82%	33
2020 Q4	$2.88M	Buy	884 +55	+7%	+$179K	0.99%	32
2020 Q3	$2.61M	Buy	829 +42	+5%	+$132K	1.06%	31
2020 Q2	$2.17M	Buy	787 +83	+12%	+$229K	0.98%	33
2020 Q1	$1.37M	Buy	704 +126	+22%	+$246K	0.88%	29
2019 Q4	$1.07M	Buy	578 +51	+10%	+$94.2K	0.67%	30
2019 Q3	$915K	Buy	527 +10	+2%	+$17.4K	0.64%	31
2019 Q2	$979K	Buy	517 +24	+5%	+$45.4K	0.73%	29
2019 Q1	$878K	Sell	493 -125	-20%	-$223K	0.68%	32
2018 Q4	$928K	Buy	618 +24	+4%	+$36K	0.8%	28
2018 Q3	$1.19M	Buy	594 +47	+9%	+$94.2K	1.02%	25
2018 Q2	$930K	Buy	547 +9	+2%	+$15.3K	0.92%	27
2018 Q1	$779K	Buy	538 +4	+0.7%	+$5.79K	0.79%	32
2017 Q4	$624K	Buy	+534	New	+$624K	0.63%	35