Phillips Wealth Planners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
3,140
+95
+3% +$20.8K 0.62% 50
2025
Q1
$563K Buy
3,045
+32
+1% +$5.92K 0.59% 53
2024
Q4
$660K Buy
3,013
+186
+7% +$40.7K 0.66% 42
2024
Q3
$528K Sell
2,827
-194
-6% -$36.3K 0.51% 66
2024
Q2
$604K Buy
3,021
+366
+14% +$73.1K 0.64% 40
2024
Q1
$487K Buy
2,655
+224
+9% +$41.1K 0.56% 57
2023
Q4
$373K Sell
2,431
-270
-10% -$41.4K 0.45% 79
2023
Q3
$347K Sell
2,701
-338
-11% -$43.4K 0.47% 80
2023
Q2
$396K Buy
3,039
+84
+3% +$11K 0.52% 71
2023
Q1
$302K Buy
+2,955
New +$302K 0.4% 93