Sage Financial Management Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
1,126
| – | – | 0.09% | 50 |
|
|
2025
Q1 | $214K | Hold |
1,126
| – | – | 0.08% | 54 |
|
|
2024
Q4 | $247K | Sell |
1,126
-97
| -8% | -$21.3K | 0.09% | 49 |
|
|
2024
Q3 | $228K | Hold |
1,223
| – | – | 0.09% | 51 |
|
|
2024
Q2 | $236K | Hold |
1,223
| – | – | 0.72% | 13 |
|
|
2024
Q1 | $221K | Buy |
+1,223
| New | +$221K | 0.1% | 52 |
|
|
2022
Q2 | – | Sell |
-1,320
| Closed | -$215K | – | 33 |
|
|
2022
Q1 | $215K | Buy |
1,320
+80
| +6% | +$13K | 0.15% | 30 |
|
|
2021
Q4 | $207K | Buy |
+1,240
| New | +$207K | 0.14% | 30 |
|
|
2021
Q3 | – | Sell |
-1,680
| Closed | -$289K | – | 7 |
|
|
2021
Q2 | $289K | Hold |
1,680
| – | – | 0.26% | 22 |
|
|
2021
Q1 | $260K | Hold |
1,680
| – | – | 0.2% | 25 |
|
|
2020
Q4 | $274K | Buy |
+1,680
| New | +$274K | 0.21% | 24 |
|