Triad Wealth Partners’s Amazon AMZN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.15M Buy
28,032
+8,719
+45% +$1.91M 1.24% 23
2025
Q1
$3.67M Buy
19,313
+3,164
+20% +$602K 1.14% 21
2024
Q4
$3.54M Buy
16,149
+3,123
+24% +$685K 1.28% 18
2024
Q3
$2.43M Buy
13,026
+2,082
+19% +$388K 1.29% 27
2024
Q2
$2.11M Buy
10,944
+3,845
+54% +$743K 1.11% 19
2024
Q1
$1.28M Buy
+7,099
New +$1.28M 0.98% 18