MWM
Marietta Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
72,185
+1,165
| +2% | +$256K | 2.07% | 11 |
|
|
2025
Q1 | $13.5M | Buy |
71,020
+541
| +0.8% | +$103K | 1.98% | 12 |
|
|
2024
Q4 | $15.5M | Buy |
70,479
+366
| +0.5% | +$80.3K | 2.22% | 11 |
|
|
2024
Q3 | $13.1M | Buy |
70,113
+2,051
| +3% | +$382K | 1.9% | 12 |
|
|
2024
Q2 | $13.2M | Sell |
68,062
-2,227
| -3% | -$430K | 2.05% | 12 |
|
|
2024
Q1 | $12.7M | Sell |
70,289
-3,399
| -5% | -$613K | 2.09% | 11 |
|
|
2023
Q4 | $11.2M | Sell |
73,688
-1,421
| -2% | -$216K | 1.99% | 12 |
|
|
2023
Q3 | $9.55M | Sell |
75,109
-2,008
| -3% | -$255K | 1.9% | 12 |
|
|
2023
Q2 | $10.1M | Buy |
77,117
+571
| +0.7% | +$74.4K | 1.89% | 9 |
|
|
2023
Q1 | $7.91M | Buy |
76,546
+7,234
| +10% | +$747K | 1.68% | 11 |
|
|
2022
Q4 | $5.82M | Buy |
69,312
+2,421
| +4% | +$203K | 1.32% | 29 |
|
|
2022
Q3 | $7.56M | Buy |
66,891
+1,302
| +2% | +$147K | 1.89% | 13 |
|
|
2022
Q2 | $6.97M | Buy |
65,589
+62,720
| +2,186% | +$6.66M | 1.68% | 12 |
|
|
2022
Q1 | $9.35M | Buy |
2,869
+203
| +8% | +$662K | 1.96% | 10 |
|
|
2021
Q4 | $8.89M | Buy |
2,666
+84
| +3% | +$280K | 1.79% | 13 |
|
|
2021
Q3 | $8.48M | Buy |
2,582
+90
| +4% | +$296K | 1.85% | 12 |
|
|
2021
Q2 | $8.57M | Buy |
2,492
+88
| +4% | +$303K | 1.93% | 12 |
|
|
2021
Q1 | $7.44M | Buy |
2,404
+209
| +10% | +$647K | 1.85% | 12 |
|
|
2020
Q4 | $7.15M | Buy |
2,195
+79
| +4% | +$257K | 1.97% | 11 |
|
|
2020
Q3 | $6.66M | Sell |
2,116
-98
| -4% | -$309K | 2.08% | 9 |
|
|
2020
Q2 | $6.11M | Sell |
2,214
-19
| -0.9% | -$52.4K | 2.09% | 10 |
|
|
2020
Q1 | $4.35M | Buy |
2,233
+602
| +37% | +$1.17M | 1.7% | 15 |
|
|
2019
Q4 | $3.01M | Buy |
1,631
+122
| +8% | +$225K | 0.99% | 54 |
|
|
2019
Q3 | $2.62M | Buy |
1,509
+308
| +26% | +$535K | 0.95% | 53 |
|
|
2019
Q2 | $2.27M | Buy |
1,201
+25
| +2% | +$47.3K | 0.89% | 54 |
|
|
2019
Q1 | $2.09M | Buy |
1,176
+58
| +5% | +$103K | 0.86% | 56 |
|
|
2018
Q4 | $1.68M | Buy |
1,118
+56
| +5% | +$84.1K | 0.8% | 56 |
|
|
2018
Q3 | $2.13M | Buy |
1,062
+32
| +3% | +$64.1K | 0.94% | 45 |
|
|
2018
Q2 | $1.75M | Buy |
1,030
+74
| +8% | +$126K | 0.85% | 51 |
|
|
2018
Q1 | $1.38M | Buy |
956
+759
| +385% | +$1.1M | 0.73% | 59 |
|
|
2017
Q4 | $230K | Buy |
+197
| New | +$230K | 0.12% | 104 |
|