Theory Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $538K | Buy |
2,298
+35
| +2% | +$8.19K | 0.2% | 61 |
|
|
2025
Q1 | $431K | Buy |
2,263
+66
| +3% | +$12.6K | 0.18% | 59 |
|
|
2024
Q4 | $482K | Sell |
2,197
-45
| -2% | -$9.87K | 0.2% | 57 |
|
|
2024
Q3 | $418K | Sell |
2,242
-34
| -1% | -$6.34K | 0.18% | 49 |
|
|
2024
Q2 | $440K | Sell |
2,276
-59
| -3% | -$11.4K | 0.21% | 52 |
|
|
2024
Q1 | $421K | Sell |
2,335
-307
| -12% | -$55.4K | 0.21% | 55 |
|
|
2023
Q4 | $401K | Sell |
2,642
-20
| -0.8% | -$3.04K | 0.21% | 52 |
|
|
2023
Q3 | $338K | Sell |
2,662
-78
| -3% | -$9.92K | 0.2% | 54 |
|
|
2023
Q2 | $357K | Sell |
2,740
-2,875
| -51% | -$375K | 0.21% | 49 |
|
|
2023
Q1 | $580K | Sell |
5,615
-20
| -0.4% | -$2.07K | 0.35% | 46 |
|
|
2022
Q4 | $473K | Buy |
+5,635
| New | +$473K | 0.31% | 47 |
|
|
2022
Q2 | $640K | Buy |
5,640
+1,080
| +24% | +$123K | 0.46% | 43 |
|
|
2022
Q1 | $743K | Sell |
4,560
-380
| -8% | -$61.9K | 0.49% | 37 |
|
|
2021
Q4 | $824K | Buy |
+4,940
| New | +$824K | 0.54% | 32 |
|