Valley 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 | $336K | Sell |
1,531
-64
| -4% | -$14K | 0.2% | 43 |
|
|
2025
Q1 | $303K | Sell |
1,595
-26
| -2% | -$4.95K | 0.2% | 44 |
|
|
2024
Q4 | $356K | Sell |
1,621
-191
| -11% | -$41.9K | 0.25% | 39 |
|
|
2024
Q3 | $338K | Sell |
1,812
-142
| -7% | -$26.5K | 0.24% | 41 |
|
|
2024
Q2 | $378K | Sell |
1,954
-7
| -0.4% | -$1.35K | 0.28% | 36 |
|
|
2024
Q1 | $354K | Buy |
1,961
+143
| +8% | +$25.8K | 0.27% | 38 |
|
|
2023
Q4 | $276K | Buy |
+1,818
| New | +$276K | 0.22% | 49 |
|