MSWM
Mader & Shannon Wealth Management’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.12M | Buy |
23,316
+196
| +0.8% | +$43K | 2.79% | 11 |
|
2025
Q1 | $4.4M | Buy |
23,120
+288
| +1% | +$54.8K | 2.51% | 12 |
|
2024
Q4 | $5.01M | Buy |
+22,832
| New | +$5.01M | 3.1% | 12 |
|
2018
Q1 | – | Sell |
-3,169
| Closed | -$3.71M | – | 12 |
|
2017
Q4 | $3.71M | Sell |
3,169
-172
| -5% | -$201K | 2.71% | 13 |
|
2017
Q3 | $3.21M | Buy |
+3,341
| New | +$3.21M | 2.06% | 15 |
|
2016
Q4 | – | Sell |
-10,400
| Closed | -$8.71M | – | 9 |
|
2016
Q3 | $8.71M | Buy |
+10,400
| New | +$8.71M | 6.62% | 6 |
|
2016
Q1 | – | Sell |
-6,322
| Closed | -$4.27M | – | 8 |
|
2015
Q4 | $4.27M | Buy |
+6,322
| New | +$4.27M | 3.78% | 10 |
|