MWM
MBE Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Buy |
3,941
+151
| +4% | +$33.1K | 0.38% | 37 |
|
|
2025
Q1 | $721K | Buy |
3,790
+1,286
| +51% | +$245K | 0.35% | 41 |
|
|
2024
Q4 | $549K | Sell |
2,504
-437
| -15% | -$95.9K | 0.31% | 42 |
|
|
2024
Q3 | $548K | Buy |
2,941
+812
| +38% | +$151K | 0.3% | 47 |
|
|
2024
Q2 | $411K | Sell |
2,129
-328
| -13% | -$63.4K | 0.25% | 56 |
|
|
2024
Q1 | $443K | Sell |
2,457
-72
| -3% | -$13K | 0.27% | 53 |
|
|
2023
Q4 | $384K | Buy |
2,529
+767
| +44% | +$117K | 0.2% | 60 |
|
|
2023
Q3 | $224K | Sell |
1,762
-30
| -2% | -$3.81K | 0.13% | 67 |
|
|
2023
Q2 | $234K | Buy |
+1,792
| New | +$234K | 0.13% | 65 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$231K | – | 63 |
|
|
2022
Q1 | $231K | Sell |
71
-3
| -4% | -$9.76K | 0.14% | 64 |
|
|
2021
Q4 | $247K | Buy |
74
+1
| +1% | +$3.34K | 0.13% | 51 |
|
|
2021
Q3 | $240K | Buy |
73
+1
| +1% | +$3.29K | 0.12% | 46 |
|
|
2021
Q2 | $248K | Buy |
+72
| New | +$248K | 0.13% | 43 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$58K | – | 68 |
|
|
2020
Q1 | $58K | Buy |
+30
| New | +$58K | 0.06% | 107 |
|