Warner Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Hold |
5,425
| – | – | 0.49% | 41 |
|
|
2025
Q1 | $1.03M | Hold |
5,425
| – | – | 0.46% | 46 |
|
|
2024
Q4 | $1.19M | Hold |
5,425
| – | – | 0.51% | 44 |
|
|
2024
Q3 | $1.01M | Sell |
5,425
-20
| -0.4% | -$3.73K | 0.45% | 48 |
|
|
2024
Q2 | $1.05M | Sell |
5,445
-59
| -1% | -$11.4K | 0.51% | 43 |
|
|
2024
Q1 | $993K | Sell |
5,504
-105
| -2% | -$18.9K | 0.5% | 46 |
|
|
2023
Q4 | $852K | Buy |
5,609
+79
| +1% | +$12K | 0.48% | 48 |
|
|
2023
Q3 | $703K | Hold |
5,530
| – | – | 0.47% | 47 |
|
|
2023
Q2 | $721K | Sell |
5,530
-1,170
| -17% | -$153K | 0.47% | 47 |
|
|
2023
Q1 | $692K | Sell |
6,700
-140
| -2% | -$14.5K | 0.48% | 47 |
|
|
2022
Q4 | $575K | Sell |
6,840
-300
| -4% | -$25.2K | 0.44% | 50 |
|
|
2022
Q3 | $807K | Hold |
7,140
| – | – | 0.65% | 34 |
|
|
2022
Q2 | $758K | Hold |
7,140
| – | – | 0.7% | 35 |
|
|
2022
Q1 | $1.16M | Buy |
7,140
+2,480
| +53% | +$404K | 0.94% | 24 |
|
|
2021
Q4 | $1.14M | Buy |
+4,660
| New | +$1.14M | 0.95% | 23 |
|