Shum Financial Group’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$2.18M Buy
11,466
+377
+3% +$71.7K 1.89% 16
2024
Q4
$2.43M Buy
11,089
+519
+5% +$114K 2.1% 13
2024
Q3
$2.11M Buy
+10,570
New +$2.11M 1.76% 18