Vertex Planning 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 | $1.32M | Sell |
6,000
-421
| -7% | -$92.4K | 0.27% | 56 |
|
|
2025
Q1 | $1.22M | Buy |
6,421
+267
| +4% | +$50.8K | 0.27% | 54 |
|
|
2024
Q4 | $1.35M | Buy |
6,154
+271
| +5% | +$59.5K | 0.3% | 52 |
|
|
2024
Q3 | $1.1M | Buy |
5,883
+133
| +2% | +$24.8K | 0.26% | 47 |
|
|
2024
Q2 | $1.11M | Buy |
5,750
+146
| +3% | +$28.2K | 0.29% | 46 |
|
|
2024
Q1 | $1.01M | Sell |
5,604
-661
| -11% | -$119K | 0.28% | 46 |
|
|
2023
Q4 | $952K | Buy |
6,265
+4,044
| +182% | +$614K | 0.28% | 45 |
|
|
2023
Q3 | $282K | Buy |
2,221
+37
| +2% | +$4.7K | 0.1% | 107 |
|
|
2023
Q2 | $285K | Buy |
+2,184
| New | +$285K | 0.1% | 113 |
|
|
2023
Q1 | – | Sell |
-4,383
| Closed | -$368K | – | 122 |
|
|
2022
Q4 | $368K | Buy |
+4,383
| New | +$368K | 0.14% | 90 |
|