TPG Financial Advisors’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Sell |
3,025
-519
| -15% | -$114K | 0.27% | 41 |
|
|
2025
Q1 | $674K | Sell |
3,544
-1,512
| -30% | -$288K | 0.3% | 36 |
|
|
2024
Q4 | $1.11M | Buy |
5,056
+1,369
| +37% | +$300K | 0.48% | 31 |
|
|
2024
Q3 | $687K | Sell |
3,687
-333
| -8% | -$62K | 0.31% | 35 |
|
|
2024
Q2 | $777K | Buy |
+4,020
| New | +$777K | 0.37% | 35 |
|
|
2023
Q4 | $543K | Buy |
+3,642
| New | +$543K | 0.28% | 40 |
|
|
2020
Q1 | – | Sell |
-3,660
| Closed | -$338K | – | 45 |
|
|
2019
Q4 | $338K | Sell |
3,660
-920
| -20% | -$85K | 0.28% | 40 |
|
|
2019
Q3 | $398K | Hold |
4,580
| – | – | 0.36% | 34 |
|
|
2019
Q2 | $444K | Buy |
+4,580
| New | +$444K | 0.41% | 29 |
|