Total Wealth Planning & Management’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.96M Buy
13,505
+1,168
+9% +$256K 2.4% 3
2025
Q1
$2.35M Buy
12,337
+1,937
+19% +$369K 2.23% 5
2024
Q4
$2.28M Buy
+10,400
New +$2.28M 2.07% 5