Planning Directions’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.48M Sell
6,768
-490
-7% -$108K 0.84% 21
2025
Q1
$1.38M Buy
7,258
+330
+5% +$62.8K 0.59% 37
2024
Q4
$1.52M Buy
6,928
+1,898
+38% +$416K 0.88% 22
2024
Q3
$937K Hold
5,030
0.56% 31
2024
Q2
$972K Sell
5,030
-750
-13% -$145K 0.66% 30
2024
Q1
$1.04M Buy
5,780
+6
+0.1% +$1.08K 0.72% 27
2023
Q4
$877K Sell
5,774
-579
-9% -$88K 0.63% 28
2023
Q3
$808K Sell
6,353
-2,801
-31% -$356K 0.62% 29
2023
Q2
$1.19M Buy
9,154
+680
+8% +$88.6K 0.87% 24
2023
Q1
$875K Buy
8,474
+1,832
+28% +$189K 0.65% 29
2022
Q4
$558K Sell
6,642
-1,460
-18% -$123K 0.43% 37
2022
Q3
$916K Buy
8,102
+362
+5% +$40.9K 0.74% 25
2022
Q2
$822K Buy
7,740
+5,420
+234% +$576K 0.63% 26
2022
Q1
$378K Sell
2,320
-1,900
-45% -$310K 0.27% 48
2021
Q4
$704K Hold
4,220
0.47% 34
2021
Q3
$693K Buy
4,220
+160
+4% +$26.3K 0.5% 32
2021
Q2
$698K Buy
4,060
+2,000
+97% +$344K 0.51% 31
2021
Q1
$319K Hold
2,060
0.25% 48
2020
Q4
$335K Sell
2,060
-400
-16% -$65K 0.27% 45
2020
Q3
$387K Buy
2,460
+640
+35% +$101K 0.34% 42
2020
Q2
$251K Sell
1,820
-9,760
-84% -$1.35M 0.23% 49
2020
Q1
$1.13M Buy
+11,580
New +$1.13M 1.58% 17
2018
Q4
Sell
-2,200
Closed -$220K 49
2018
Q3
$220K Buy
+2,200
New +$220K 0.2% 51