Summit Investment Advisors’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$889K Sell
4,142
-725
-15% -$156K 0.73% 33
2025
Q1
$900K Buy
4,867
+42
+0.9% +$7.77K 0.8% 30
2024
Q4
$1.11M Buy
+4,825
New +$1.11M 0.99% 23