Sweet Financial Partners’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.08M | Sell |
16,513
-424
| -3% | -$79K | 0.67% | 30 |
|
|
2024
Q2 | $3.27M | Buy |
16,937
+36
| +0.2% | +$6.96K | 0.75% | 24 |
|
|
2024
Q1 | $3.05M | Buy |
16,901
+228
| +1% | +$41.1K | 0.7% | 26 |
|
|
2023
Q4 | $2.53M | Buy |
16,673
+2,914
| +21% | +$443K | 0.6% | 34 |
|
|
2023
Q3 | $1.75M | Buy |
13,759
+469
| +4% | +$59.6K | 0.46% | 46 |
|
|
2023
Q2 | $1.73M | Buy |
13,290
+167
| +1% | +$21.8K | 0.45% | 48 |
|
|
2023
Q1 | $1.36M | Buy |
13,123
+375
| +3% | +$38.7K | 0.37% | 48 |
|
|
2022
Q4 | $1.07M | Buy |
12,748
+4,926
| +63% | +$414K | 0.31% | 53 |
|
|
2022
Q3 | $884K | Buy |
7,822
+277
| +4% | +$31.3K | 0.28% | 54 |
|
|
2022
Q2 | $801K | Buy |
7,545
+1,345
| +22% | +$143K | 0.25% | 58 |
|
|
2022
Q1 | $1.01M | Buy |
6,200
+1,880
| +44% | +$307K | 0.27% | 44 |
|
|
2021
Q4 | $720K | Buy |
+4,320
| New | +$720K | 0.3% | 49 |
|