Spartan Planning & 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 | $4.28M | Buy |
19,488
+9,369
| +93% | +$2.06M | 3.66% | 8 |
|
|
2025
Q1 | $1.93M | Sell |
10,119
-7,067
| -41% | -$1.34M | 1.87% | 16 |
|
|
2024
Q4 | $3.77M | Buy |
+17,186
| New | +$3.77M | 3.44% | 10 |
|
|
2023
Q4 | $2M | Buy |
13,141
+10,155
| +340% | +$1.54M | 2.13% | 14 |
|
|
2023
Q3 | $380K | Buy |
+2,986
| New | +$380K | 0.44% | 34 |
|
|
2022
Q2 | – | Sell |
-2,040
| Closed | -$333K | – | 93 |
|
|
2022
Q1 | $333K | Buy |
+2,040
| New | +$333K | 0.42% | 30 |
|