Sard Wealth 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 | $1.06M | Buy |
4,854
+1,079
| +29% | +$237K | 0.66% | 19 |
|
|
2025
Q1 | $718K | Buy |
3,775
+403
| +12% | +$76.7K | 0.48% | 19 |
|
|
2024
Q4 | $740K | Buy |
3,372
+101
| +3% | +$22.2K | 0.5% | 20 |
|
|
2024
Q3 | $609K | Sell |
3,271
-2
| -0.1% | -$373 | 0.4% | 24 |
|
|
2024
Q2 | $633K | Buy |
3,273
+75
| +2% | +$14.5K | 0.44% | 21 |
|
|
2024
Q1 | $577K | Buy |
3,198
+51
| +2% | +$9.2K | 0.52% | 22 |
|
|
2023
Q4 | $478K | Buy |
+3,147
| New | +$478K | 0.48% | 24 |
|