Summit Wealth Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
5,278
+46
| +0.9% | +$10.1K | 0.3% | 46 |
|
|
2025
Q1 | $995K | Sell |
5,232
-341
| -6% | -$64.9K | 0.29% | 45 |
|
|
2024
Q4 | $1.22M | Sell |
5,573
-75
| -1% | -$16.5K | 0.35% | 41 |
|
|
2024
Q3 | $1.05M | Hold |
5,648
| – | – | 0.3% | 44 |
|
|
2024
Q2 | $1.09M | Buy |
5,648
+131
| +2% | +$25.3K | 0.33% | 41 |
|
|
2024
Q1 | $995K | Buy |
5,517
+78
| +1% | +$14.1K | 0.68% | 20 |
|
|
2023
Q4 | $826K | Hold |
5,439
| – | – | 0.65% | 21 |
|
|
2023
Q3 | $691K | Buy |
+5,439
| New | +$691K | 0.62% | 21 |
|
|
2023
Q2 | – | Sell |
-561,898
| Closed | -$5K | – | 90 |
|
|
2023
Q1 | $5K | Buy |
561,898
+556,156
| +9,686% | +$4.95K | 0.12% | 50 |
|
|
2022
Q4 | $482K | Buy |
5,742
+1,140
| +25% | +$95.7K | 0.51% | 23 |
|
|
2022
Q3 | $520K | Sell |
4,602
-320
| -7% | -$36.2K | 0.61% | 19 |
|
|
2022
Q2 | $523K | Buy |
4,922
+322
| +7% | +$34.2K | 0.62% | 19 |
|
|
2022
Q1 | $750K | Sell |
4,600
-80
| -2% | -$13K | 0.79% | 18 |
|
|
2021
Q4 | $780K | Buy |
+4,680
| New | +$780K | 0.89% | 17 |
|
|
2021
Q1 | – | Sell |
-4,820
| Closed | -$785K | – | 181 |
|
|
2020
Q4 | $785K | Buy |
4,820
+80
| +2% | +$13K | 0.49% | 25 |
|
|
2020
Q3 | $746K | Sell |
4,740
-340
| -7% | -$53.5K | 0.65% | 17 |
|
|
2020
Q2 | $701K | Buy |
5,080
+700
| +16% | +$96.6K | 0.64% | 17 |
|
|
2020
Q1 | $427K | Buy |
4,380
+1,160
| +36% | +$113K | 0.43% | 19 |
|
|
2019
Q4 | $298K | Buy |
+3,220
| New | +$298K | 0.28% | 24 |
|