Synergy Financial 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 | $8.96M | Buy |
40,850
+1,051
| +3% | +$231K | 6.6% | 3 |
|
|
2025
Q1 | $7.57M | Sell |
39,799
-1,422
| -3% | -$271K | 6.8% | 1 |
|
|
2024
Q4 | $9.04M | Sell |
41,221
-1,072
| -3% | -$235K | 7.54% | 1 |
|
|
2024
Q3 | $7.88M | Buy |
42,293
+61
| +0.1% | +$11.4K | 7.48% | 3 |
|
|
2024
Q2 | $8.16M | Sell |
42,232
-33
| -0.1% | -$6.38K | 8.55% | 2 |
|
|
2024
Q1 | $7.62M | Sell |
42,265
-154
| -0.4% | -$27.8K | 8.59% | 2 |
|
|
2023
Q4 | $6.45M | Sell |
42,419
-385
| -0.9% | -$58.5K | 7.9% | 2 |
|
|
2023
Q3 | $5.44M | Sell |
42,804
-370
| -0.9% | -$47K | 7.6% | 2 |
|
|
2023
Q2 | $5.63M | Buy |
43,174
+3,307
| +8% | +$431K | 7.59% | 2 |
|
|
2023
Q1 | $4.12M | Sell |
39,867
-1,183
| -3% | -$122K | 6.7% | 2 |
|
|
2022
Q4 | $3.45M | Sell |
41,050
-4,919
| -11% | -$413K | 6.81% | 2 |
|
|
2022
Q3 | $5.19M | Buy |
45,969
+2,118
| +5% | +$239K | 7.78% | 1 |
|
|
2022
Q2 | $4.66M | Sell |
43,851
-469
| -1% | -$49.8K | 7.3% | 1 |
|
|
2022
Q1 | $7.22M | Buy |
44,320
+1,860
| +4% | +$303K | 7.59% | 1 |
|
|
2021
Q4 | $7.08M | Buy |
+42,460
| New | +$7.08M | 6.35% | 2 |
|