Shakespeare Wealth Management’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,443
| Closed | -$275K | – | 96 |
|
|
2025
Q1 | $275K | Buy |
1,443
+15
| +1% | +$2.85K | 0.07% | 84 |
|
|
2024
Q4 | $313K | Buy |
1,428
+162
| +13% | +$35.5K | 0.08% | 77 |
|
|
2024
Q3 | $236K | Buy |
1,266
+99
| +8% | +$18.4K | 0.06% | 89 |
|
|
2024
Q2 | $226K | Buy |
1,167
+39
| +3% | +$7.54K | 0.07% | 82 |
|
|
2024
Q1 | $203K | Buy |
+1,128
| New | +$203K | 0.06% | 86 |
|