MWA
Martel Wealth Advisors’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.56M | Buy |
34,465
+48
| +0.1% | +$10.5K | 1.4% | 12 |
|
|
2025
Q1 | $6.55M | Sell |
34,417
-1,537
| -4% | -$292K | 1.3% | 12 |
|
|
2024
Q4 | $7.89M | Sell |
35,954
-583
| -2% | -$128K | 1.54% | 13 |
|
|
2024
Q3 | $6.81M | Sell |
36,537
-91
| -0.2% | -$17K | 1.39% | 13 |
|
|
2024
Q2 | $7.08M | Sell |
36,628
-4,828
| -12% | -$933K | 1.52% | 12 |
|
|
2024
Q1 | $7.48M | Sell |
41,456
-2,646
| -6% | -$477K | 1.62% | 12 |
|
|
2023
Q4 | $6.7M | Buy |
44,102
+17
| +0% | +$2.58K | 1.52% | 12 |
|
|
2023
Q3 | $5.6M | Sell |
44,085
-215
| -0.5% | -$27.3K | 1.39% | 12 |
|
|
2023
Q2 | $5.77M | Sell |
44,300
-200
| -0.4% | -$26.1K | 1.4% | 12 |
|
|
2023
Q1 | $4.6M | Hold |
44,500
| – | – | 1.17% | 14 |
|
|
2022
Q4 | $3.74M | Sell |
44,500
-200
| -0.4% | -$16.8K | 1.01% | 15 |
|
|
2022
Q3 | $5.05M | Buy |
44,700
+200
| +0.4% | +$22.6K | 1.45% | 13 |
|
|
2022
Q2 | $4.73M | Buy |
44,500
+42,268
| +1,894% | +$4.49M | 1.29% | 11 |
|
|
2022
Q1 | $7.28M | Sell |
2,232
-2
| -0.1% | -$6.52K | 1.77% | 9 |
|
|
2021
Q4 | $7.45M | Sell |
2,234
-15
| -0.7% | -$50K | 1.76% | 10 |
|
|
2021
Q3 | $7.39M | Hold |
2,249
| – | – | 1.86% | 10 |
|
|
2021
Q2 | $7.74M | Buy |
2,249
+151
| +7% | +$519K | 1.95% | 9 |
|
|
2021
Q1 | $6.49M | Sell |
2,098
-39
| -2% | -$121K | 1.8% | 10 |
|
|
2020
Q4 | $6.96M | Buy |
2,137
+1,355
| +173% | +$4.41M | 2.01% | 9 |
|
|
2020
Q3 | $2.46M | Buy |
782
+68
| +10% | +$214K | 0.8% | 17 |
|
|
2020
Q2 | $1.97M | Sell |
714
-5
| -0.7% | -$13.8K | 0.68% | 17 |
|
|
2020
Q1 | $1.4M | Buy |
719
+15
| +2% | +$29.2K | 0.55% | 18 |
|
|
2019
Q4 | $1.3M | Hold |
704
| – | – | 0.45% | 21 |
|
|
2019
Q3 | $1.22M | Hold |
704
| – | – | 0.44% | 21 |
|
|
2019
Q2 | $1.33M | Hold |
704
| – | – | 0.49% | 21 |
|
|
2019
Q1 | $1.25M | Hold |
704
| – | – | 0.47% | 22 |
|
|
2018
Q4 | $1.06M | Hold |
704
| – | – | 0.43% | 22 |
|
|
2018
Q3 | $1.41M | Buy |
+704
| New | +$1.41M | 0.54% | 21 |
|