MWM
Mascoma Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Sell |
6,242
-190
| -3% | -$41.7K | 0.32% | 31 |
|
|
2025
Q1 | $1.22M | Sell |
6,432
-344
| -5% | -$65.4K | 0.3% | 33 |
|
|
2024
Q4 | $1.49M | Buy |
6,776
+364
| +6% | +$79.9K | 0.37% | 27 |
|
|
2024
Q3 | $1.19M | Buy |
6,412
+150
| +2% | +$28K | 0.3% | 30 |
|
|
2024
Q2 | $1.21M | Buy |
6,262
+33
| +0.5% | +$6.38K | 0.32% | 28 |
|
|
2024
Q1 | $1.12M | Sell |
6,229
-68
| -1% | -$12.3K | 0.32% | 29 |
|
|
2023
Q4 | $957K | Sell |
6,297
-296
| -4% | -$45K | 0.29% | 38 |
|
|
2023
Q3 | $838K | Buy |
6,593
+159
| +2% | +$20.2K | 0.26% | 44 |
|
|
2023
Q2 | $900K | Sell |
6,434
-966
| -13% | -$135K | 0.28% | 44 |
|
|
2023
Q1 | $780K | Sell |
7,400
-640
| -8% | -$67.5K | 0.23% | 50 |
|
|
2022
Q4 | $675K | Sell |
8,040
-160
| -2% | -$13.4K | 0.21% | 57 |
|
|
2022
Q3 | $927K | Buy |
8,200
+400
| +5% | +$45.2K | 0.32% | 49 |
|
|
2022
Q2 | $828K | Buy |
7,800
+7,444
| +2,091% | +$790K | 0.28% | 52 |
|
|
2022
Q1 | $1.16M | Buy |
356
+44
| +14% | +$143K | 0.37% | 48 |
|
|
2021
Q4 | $1.04M | Buy |
312
+30
| +11% | +$100K | 0.36% | 47 |
|
|
2021
Q3 | $926K | Sell |
282
-3
| -1% | -$9.85K | 0.36% | 47 |
|
|
2021
Q2 | $980K | Sell |
285
-2
| -0.7% | -$6.88K | 0.42% | 46 |
|
|
2021
Q1 | $888K | Buy |
287
+161
| +128% | +$498K | 0.38% | 43 |
|
|
2020
Q4 | $410K | Buy |
+126
| New | +$410K | 0.21% | 63 |
|
|
2019
Q3 | – | Sell |
-55
| Closed | -$104K | – | 89 |
|
|
2019
Q2 | $104K | Hold |
55
| – | – | 0.07% | 112 |
|
|
2019
Q1 | $98K | Buy |
55
+3
| +6% | +$5.35K | 0.07% | 106 |
|
|
2018
Q4 | $78K | Buy |
52
+7
| +16% | +$10.5K | 0.06% | 119 |
|
|
2018
Q3 | $90K | Hold |
45
| – | – | 0.06% | 129 |
|
|
2018
Q2 | $76K | Buy |
45
+5
| +13% | +$8.44K | 0.05% | 127 |
|
|
2018
Q1 | $58K | Hold |
40
| – | – | 0.04% | 139 |
|
|
2017
Q4 | $57K | Buy |
+40
| New | +$57K | 0.04% | 139 |
|