Root Financial Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
32,782
+1,809
| +6% | +$397K | 0.7% | 22 |
|
|
2025
Q1 | $5.9M | Buy |
30,973
+6,820
| +28% | +$1.3M | 0.63% | 25 |
|
|
2024
Q4 | $5.3M | Buy |
24,153
+6,251
| +35% | +$1.37M | 0.66% | 19 |
|
|
2024
Q3 | $3.34M | Buy |
17,902
+8,489
| +90% | +$1.58M | 0.53% | 22 |
|
|
2024
Q2 | $1.82M | Buy |
9,413
+1,816
| +24% | +$351K | 0.43% | 25 |
|
|
2024
Q1 | $1.37M | Buy |
7,597
+2,971
| +64% | +$536K | 0.41% | 30 |
|
|
2023
Q4 | $703K | Buy |
4,626
+1,980
| +75% | +$301K | 0.26% | 42 |
|
|
2023
Q3 | $336K | Buy |
2,646
+643
| +32% | +$81.7K | 0.18% | 52 |
|
|
2023
Q2 | $261K | Buy |
+2,003
| New | +$261K | 0.16% | 56 |
|