Peak Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
18,501
+2,086
| +13% | +$458K | 2.08% | 10 |
|
|
2025
Q1 | $3.12M | Buy |
16,415
+38
| +0.2% | +$7.23K | 1.59% | 15 |
|
|
2024
Q4 | $3.59M | Sell |
16,377
-360
| -2% | -$79K | 1.87% | 14 |
|
|
2024
Q3 | $3.12M | Buy |
16,737
+8
| +0% | +$1.49K | 1.6% | 22 |
|
|
2024
Q2 | $3.23M | Sell |
16,729
-751
| -4% | -$145K | 1.86% | 12 |
|
|
2024
Q1 | $3.15M | Sell |
17,480
-104
| -0.6% | -$18.8K | 1.92% | 13 |
|
|
2023
Q4 | $2.67M | Sell |
17,584
-1,511
| -8% | -$230K | 1.79% | 17 |
|
|
2023
Q3 | $2.43M | Buy |
19,095
+3,223
| +20% | +$410K | 2.62% | 12 |
|
|
2023
Q2 | $2.07M | Buy |
15,872
+1,453
| +10% | +$189K | 1.62% | 22 |
|
|
2023
Q1 | $1.49M | Sell |
14,419
-928
| -6% | -$95.9K | 1.26% | 29 |
|
|
2022
Q4 | $1.29M | Sell |
15,347
-6,120
| -29% | -$514K | 1.17% | 30 |
|
|
2022
Q3 | $2.43M | Sell |
21,467
-9,627
| -31% | -$1.09M | 2.98% | 10 |
|
|
2022
Q2 | $3.3M | Buy |
31,094
+10,474
| +51% | +$1.11M | 3.27% | 7 |
|
|
2022
Q1 | $3.36M | Buy |
20,620
+2,380
| +13% | +$388K | 2.88% | 9 |
|
|
2021
Q4 | $3.04M | Buy |
18,240
+500
| +3% | +$83.4K | 2.34% | 14 |
|
|
2021
Q3 | $2.91M | Buy |
17,740
+220
| +1% | +$36.1K | 2.56% | 11 |
|
|
2021
Q2 | $3.01M | Buy |
17,520
+360
| +2% | +$61.9K | 2.59% | 7 |
|
|
2021
Q1 | $2.66M | Sell |
17,160
-8,820
| -34% | -$1.36M | 2.24% | 7 |
|
|
2020
Q4 | $4.23M | Buy |
+25,980
| New | +$4.23M | 3.65% | 7 |
|