Root Financial Partners’s Amazon AMZN Stock Holding History

Root Financial Partners’s Portfolio AMZN Stock Details AMZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.52M	Buy
2025 Q2	$7.19M	Buy
2025 Q1	$5.9M	Buy
2024 Q4	$5.3M	Buy
2024 Q3	$3.34M	Buy
2024 Q2	$1.82M	Buy
2024 Q1	$1.37M	Buy
2023 Q4	$703K	Buy
2023 Q3	$336K	Buy
2023 Q2	$261K	Buy