Summit Wealth & Retirement Planning’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
4,129
+407
| +11% | +$89.3K | 0.24% | 36 |
|
|
2025
Q1 | $708K | Buy |
3,722
+565
| +18% | +$107K | 0.22% | 35 |
|
|
2024
Q4 | $693K | Buy |
3,157
+200
| +7% | +$43.9K | 0.21% | 32 |
|
|
2024
Q3 | $551K | Buy |
2,957
+13
| +0.4% | +$2.42K | 0.18% | 35 |
|
|
2024
Q2 | $569K | Hold |
2,944
| – | – | 0.19% | 32 |
|
|
2024
Q1 | $531K | Buy |
2,944
+455
| +18% | +$82.1K | 0.19% | 32 |
|
|
2023
Q4 | $378K | Sell |
2,489
-71
| -3% | -$10.8K | 0.16% | 40 |
|
|
2023
Q3 | $325K | Hold |
2,560
| – | – | 0.13% | 44 |
|
|
2023
Q2 | $334K | Sell |
2,560
-2,970
| -54% | -$387K | 0.13% | 48 |
|
|
2023
Q1 | $571K | Sell |
5,530
-2,160
| -28% | -$223K | 0.21% | 45 |
|
|
2022
Q4 | $646K | Sell |
7,690
-775
| -9% | -$65.1K | 0.26% | 49 |
|
|
2022
Q3 | $957K | Buy |
8,465
+10
| +0.1% | +$1.13K | 0.38% | 38 |
|
|
2022
Q2 | $898K | Buy |
8,455
+35
| +0.4% | +$3.72K | 0.34% | 40 |
|
|
2022
Q1 | $1.37M | Sell |
8,420
-260
| -3% | -$42.4K | 0.48% | 36 |
|
|
2021
Q4 | $1.45M | Sell |
8,680
-440
| -5% | -$73.4K | 0.49% | 33 |
|
|
2021
Q3 | $1.5M | Sell |
9,120
-1,020
| -10% | -$168K | 0.55% | 35 |
|
|
2021
Q2 | $1.74M | Sell |
10,140
-760
| -7% | -$131K | 0.65% | 34 |
|
|
2021
Q1 | $1.69M | Buy |
10,900
+3,980
| +58% | +$616K | 0.63% | 35 |
|
|
2020
Q4 | $1.13M | Buy |
6,920
+60
| +0.9% | +$9.77K | 0.43% | 44 |
|
|
2020
Q3 | $1.08M | Sell |
6,860
-120
| -2% | -$18.9K | 0.46% | 39 |
|
|
2020
Q2 | $963K | Sell |
6,980
-4,220
| -38% | -$582K | 0.45% | 45 |
|
|
2020
Q1 | $1.09M | Buy |
11,200
+1,040
| +10% | +$101K | 0.58% | 42 |
|
|
2019
Q4 | $939K | Sell |
10,160
-200
| -2% | -$18.5K | 0.42% | 47 |
|
|
2019
Q3 | $899K | Buy |
10,360
+200
| +2% | +$17.4K | 0.54% | 46 |
|
|
2019
Q2 | $962K | Sell |
10,160
-4,240
| -29% | -$401K | 0.56% | 43 |
|
|
2019
Q1 | $1.28M | Buy |
+14,400
| New | +$1.28M | 0.76% | 31 |
|