MWM
Mattern Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.19M | Sell |
28,220
-215
| -0.8% | -$47.2K | 1.29% | 17 |
|
|
2025
Q1 | $5.41M | Sell |
28,435
-137
| -0.5% | -$26.1K | 1.2% | 18 |
|
|
2024
Q4 | $6.27M | Buy |
28,572
+32
| +0.1% | +$7.02K | 1.38% | 17 |
|
|
2024
Q3 | $5.32M | Sell |
28,540
-792
| -3% | -$148K | 1.17% | 18 |
|
|
2024
Q2 | $5.67M | Sell |
29,332
-519
| -2% | -$100K | 1.36% | 12 |
|
|
2024
Q1 | $5.38M | Sell |
29,851
-115
| -0.4% | -$20.7K | 1.31% | 16 |
|
|
2023
Q4 | $4.55M | Buy |
29,966
+1,623
| +6% | +$247K | 1.17% | 18 |
|
|
2023
Q3 | $3.6M | Sell |
28,343
-840
| -3% | -$107K | 1.06% | 22 |
|
|
2023
Q2 | $3.8M | Sell |
29,183
-384
| -1% | -$50.1K | 1.11% | 20 |
|
|
2023
Q1 | $3.05M | Sell |
29,567
-9,082
| -23% | -$938K | 1.01% | 22 |
|
|
2022
Q4 | $3.25M | Sell |
38,649
-665
| -2% | -$55.9K | 1.31% | 18 |
|
|
2022
Q3 | $4.44M | Sell |
39,314
-15
| -0% | -$1.7K | 1.79% | 10 |
|
|
2022
Q2 | $4.18M | Buy |
39,329
+37,408
| +1,947% | +$3.97M | 1.63% | 12 |
|
|
2022
Q1 | $6.26M | Buy |
1,921
+169
| +10% | +$551K | 2.05% | 9 |
|
|
2021
Q4 | $5.84M | Buy |
1,752
+116
| +7% | +$387K | 1.72% | 12 |
|
|
2021
Q3 | $5.37M | Buy |
1,636
+14
| +0.9% | +$46K | 1.81% | 15 |
|
|
2021
Q2 | $5.8M | Buy |
1,622
+4
| +0.2% | +$14.3K | 1.85% | 15 |
|
|
2021
Q1 | $5.01M | Buy |
1,618
+466
| +40% | +$1.44M | 1.76% | 14 |
|
|
2020
Q4 | $3.75M | Sell |
1,152
-26
| -2% | -$84.7K | 1.42% | 18 |
|
|
2020
Q3 | $3.71M | Buy |
1,178
+55
| +5% | +$173K | 1.59% | 17 |
|
|
2020
Q2 | $3.1M | Buy |
1,123
+6
| +0.5% | +$16.6K | 1.51% | 16 |
|
|
2020
Q1 | $2.18M | Buy |
1,117
+28
| +3% | +$54.6K | 1.57% | 14 |
|
|
2019
Q4 | $2.01M | Buy |
+1,089
| New | +$2.01M | 1.21% | 27 |
|