SFP
Sterling Financial Planning’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Buy |
2,407
+101
| +4% | +$22.2K | 0.18% | 69 |
|
|
2025
Q1 | $439K | Buy |
2,306
+158
| +7% | +$30.1K | 0.16% | 76 |
|
|
2024
Q4 | $471K | Sell |
2,148
-943
| -31% | -$207K | 0.17% | 76 |
|
|
2024
Q3 | $576K | Buy |
3,091
+63
| +2% | +$11.7K | 0.21% | 67 |
|
|
2024
Q2 | $585K | Buy |
3,028
+10
| +0.3% | +$1.93K | 0.24% | 60 |
|
|
2024
Q1 | $544K | Sell |
3,018
-528
| -15% | -$95.2K | 0.22% | 66 |
|
|
2023
Q4 | $539K | Sell |
3,546
-300
| -8% | -$45.6K | 0.23% | 63 |
|
|
2023
Q3 | $489K | Sell |
3,846
-257
| -6% | -$32.7K | 0.25% | 60 |
|
|
2023
Q2 | $535K | Hold |
4,103
| – | – | 0.27% | 59 |
|
|
2023
Q1 | $424K | Sell |
4,103
-240
| -6% | -$24.8K | 0.23% | 66 |
|
|
2022
Q4 | $365K | Sell |
4,343
-612
| -12% | -$51.4K | 0.22% | 68 |
|
|
2022
Q3 | $560K | Buy |
4,955
+175
| +4% | +$19.8K | 0.39% | 50 |
|
|
2022
Q2 | $508K | Buy |
4,780
+4,536
| +1,859% | +$482K | 0.36% | 50 |
|
|
2022
Q1 | $795K | Sell |
244
-30
| -11% | -$97.7K | 0.5% | 37 |
|
|
2021
Q4 | $914K | Buy |
274
+10
| +4% | +$33.4K | 0.57% | 31 |
|
|
2021
Q3 | $867K | Sell |
264
-23
| -8% | -$75.5K | 0.55% | 31 |
|
|
2021
Q2 | $987K | Hold |
287
| – | – | 0.64% | 31 |
|
|
2021
Q1 | $888K | Sell |
287
-26
| -8% | -$80.4K | 0.63% | 29 |
|
|
2020
Q4 | $1.02M | Buy |
+313
| New | +$1.02M | 0.82% | 26 |
|