MGWM
Marks Group Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66M | Buy |
44,033
+464
| +1% | +$102K | 0.9% | 27 |
|
|
2025
Q1 | $8.29M | Buy |
43,569
+191
| +0.4% | +$36.3K | 0.8% | 52 |
|
|
2024
Q4 | $9.52M | Buy |
43,378
+211
| +0.5% | +$46.3K | 0.94% | 24 |
|
|
2024
Q3 | $8.04M | Buy |
43,167
+7,917
| +22% | +$1.48M | 0.77% | 67 |
|
|
2024
Q2 | $6.81M | Buy |
35,250
+501
| +1% | +$96.8K | 0.72% | 70 |
|
|
2024
Q1 | $6.27M | Buy |
34,749
+1,205
| +4% | +$217K | 0.66% | 70 |
|
|
2023
Q4 | $5.1M | Buy |
33,544
+2,177
| +7% | +$331K | 0.58% | 73 |
|
|
2023
Q3 | $3.99M | Buy |
31,367
+216
| +0.7% | +$27.5K | 0.49% | 80 |
|
|
2023
Q2 | $4.06M | Buy |
31,151
+164
| +0.5% | +$21.4K | 0.48% | 82 |
|
|
2023
Q1 | $3.2M | Buy |
30,987
+1,111
| +4% | +$115K | 0.41% | 86 |
|
|
2022
Q4 | $2.51M | Buy |
29,876
+580
| +2% | +$48.7K | 0.34% | 99 |
|
|
2022
Q3 | $3.31M | Buy |
29,296
+736
| +3% | +$83.2K | 0.5% | 74 |
|
|
2022
Q2 | $3.03M | Buy |
28,560
+27,198
| +1,997% | +$2.89M | 0.44% | 80 |
|
|
2022
Q1 | $4.44M | Buy |
1,362
+169
| +14% | +$551K | 0.56% | 74 |
|
|
2021
Q4 | $3.93M | Buy |
1,193
+93
| +8% | +$306K | 0.48% | 76 |
|
|
2021
Q3 | $3.59M | Buy |
1,100
+14
| +1% | +$45.7K | 0.49% | 76 |
|
|
2021
Q2 | $3.63M | Buy |
1,086
+23
| +2% | +$76.8K | 0.5% | 91 |
|
|
2021
Q1 | $3.23M | Buy |
1,063
+78
| +8% | +$237K | 0.48% | 92 |
|
|
2020
Q4 | $3.21M | Buy |
985
+47
| +5% | +$153K | 0.5% | 89 |
|
|
2020
Q3 | $2.95M | Buy |
938
+4
| +0.4% | +$12.6K | 0.53% | 82 |
|
|
2020
Q2 | $2.67M | Buy |
934
+609
| +187% | +$1.74M | 0.54% | 83 |
|
|
2020
Q1 | $641K | Sell |
325
-339
| -51% | -$669K | 0.17% | 138 |
|
|
2019
Q4 | $1.23M | Buy |
+664
| New | +$1.23M | 0.24% | 126 |
|