PFM
Peak Financial Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $875K | Sell |
3,987
-1,647
| -29% | -$361K | 0.25% | 45 |
|
2025
Q1 | $1.07M | Sell |
5,634
-47
| -0.8% | -$8.94K | 0.32% | 39 |
|
2024
Q4 | $1.25M | Buy |
5,681
+772
| +16% | +$169K | 0.37% | 38 |
|
2024
Q3 | $915K | Sell |
4,909
-345
| -7% | -$64.3K | 0.27% | 43 |
|
2024
Q2 | $1.02M | Buy |
5,254
+134
| +3% | +$25.9K | 0.32% | 40 |
|
2024
Q1 | $924K | Sell |
5,120
-311
| -6% | -$56.1K | 0.29% | 41 |
|
2023
Q4 | $825K | Buy |
5,431
+1,042
| +24% | +$158K | 0.28% | 43 |
|
2023
Q3 | $558K | Sell |
4,389
-1,110
| -20% | -$141K | 0.2% | 46 |
|
2023
Q2 | $717K | Buy |
5,499
+330
| +6% | +$43K | 0.26% | 45 |
|
2023
Q1 | $534K | Sell |
5,169
-126
| -2% | -$13K | 0.2% | 44 |
|
2022
Q4 | $445K | Buy |
5,295
+650
| +14% | +$54.6K | 0.17% | 48 |
|
2022
Q3 | $525K | Buy |
4,645
+620
| +15% | +$70.1K | 0.22% | 43 |
|
2022
Q2 | $427K | Buy |
4,025
+3,806
| +1,738% | +$404K | 0.16% | 45 |
|
2022
Q1 | $715K | Sell |
219
-3
| -1% | -$9.8K | 0.24% | 42 |
|
2021
Q4 | $742K | Sell |
222
-1
| -0.4% | -$3.34K | 0.24% | 42 |
|
2021
Q3 | $734K | Sell |
223
-18
| -7% | -$59.2K | 0.25% | 42 |
|
2021
Q2 | $831K | Buy |
241
+12
| +5% | +$41.4K | 0.28% | 39 |
|
2021
Q1 | $710K | Buy |
229
+83
| +57% | +$257K | 0.26% | 39 |
|
2020
Q4 | $477K | Buy |
+146
| New | +$477K | 0.18% | 42 |
|