Williams Financial’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,068
| Closed | -$234K | – | 16 |
|
|
2024
Q4 | $234K | Sell |
1,068
-26
| -2% | -$5.7K | 0.15% | 14 |
|
|
2024
Q3 | $204K | Sell |
1,094
-13
| -1% | -$2.42K | 0.13% | 18 |
|
|
2024
Q2 | $214K | Sell |
1,107
-157
| -12% | -$30.3K | 0.14% | 16 |
|
|
2024
Q1 | $228K | Buy |
+1,264
| New | +$228K | 0.15% | 17 |
|
|
2021
Q4 | – | Sell |
-1,300
| Closed | -$213K | – | 36 |
|
|
2021
Q3 | $213K | Sell |
1,300
-600
| -32% | -$98.3K | 0.18% | 30 |
|
|
2021
Q2 | $327K | Sell |
1,900
-60
| -3% | -$10.3K | 0.27% | 38 |
|
|
2021
Q1 | $303K | Buy |
+1,960
| New | +$303K | 0.26% | 38 |
|