Roth 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 | $487K | Hold |
2,220
| – | – | 0.18% | 23 |
|
|
2025
Q1 | $422K | Hold |
2,220
| – | – | 0.17% | 22 |
|
|
2024
Q4 | $487K | Hold |
2,220
| – | – | 0.19% | 22 |
|
|
2024
Q3 | $414K | Hold |
2,220
| – | – | 0.17% | 21 |
|
|
2024
Q2 | $429K | Hold |
2,220
| – | – | 0.19% | 21 |
|
|
2024
Q1 | $400K | Hold |
2,220
| – | – | 0.18% | 20 |
|
|
2023
Q4 | $337K | Hold |
2,220
| – | – | 0.17% | 21 |
|
|
2023
Q3 | $282K | Hold |
2,220
| – | – | 0.18% | 19 |
|
|
2023
Q2 | $289K | Hold |
2,220
| – | – | 0.18% | 17 |
|
|
2023
Q1 | $229K | Buy |
+2,220
| New | +$229K | 0.15% | 19 |
|
|
2022
Q4 | – | Sell |
-2,220
| Closed | -$251K | – | 22 |
|
|
2022
Q3 | $251K | Hold |
2,220
| – | – | 0.2% | 21 |
|
|
2022
Q2 | $236K | Hold |
2,220
| – | – | 0.19% | 21 |
|
|
2022
Q1 | $362K | Hold |
2,220
| – | – | 0.26% | 18 |
|
|
2021
Q4 | $370K | Hold |
2,220
| – | – | 0.26% | 15 |
|
|
2021
Q3 | $365K | Hold |
2,220
| – | – | 0.28% | 17 |
|
|
2021
Q2 | $382K | Hold |
2,220
| – | – | 0.29% | 16 |
|
|
2021
Q1 | $343K | Buy |
+2,220
| New | +$343K | 0.28% | 14 |
|