Principia Wealth Advisory’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Buy
689
+187
+37% +$41K 0.13% 71
2025
Q1
$95.9K Sell
502
-112
-18% -$21.4K 0.09% 68
2024
Q4
$135K Buy
+614
New +$135K 0.13% 59