Plan Group Financial’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
7,176
+2,528
+54% +$555K 0.52% 66
2025
Q1
$884K Buy
4,648
+3,289
+242% +$626K 0.32% 72
2024
Q4
$298K Sell
1,359
-99
-7% -$21.7K 0.16% 90
2024
Q3
$272K Sell
1,458
-4,112
-74% -$766K 0.14% 95
2024
Q2
$1.08M Sell
5,570
-73
-1% -$14.1K 0.66% 28
2024
Q1
$1.02M Buy
5,643
+13
+0.2% +$2.35K 0.67% 33
2023
Q4
$855K Sell
5,630
-57
-1% -$8.66K 0.75% 27
2023
Q3
$723K Sell
5,687
-50
-0.9% -$6.36K 0.52% 32
2023
Q2
$801K Buy
+5,737
New +$801K 0.67% 28