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 |
|