MAM
McCarthy Asset Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Buy |
1,491
+11
| +0.7% | +$2.41K | 0.22% | 19 |
|
|
2025
Q1 | $282K | Hold |
1,480
| – | – | 0.2% | 21 |
|
|
2024
Q4 | $325K | Hold |
1,480
| – | – | 0.23% | 21 |
|
|
2024
Q3 | $276K | Sell |
1,480
-1,120
| -43% | -$209K | 0.17% | 28 |
|
|
2024
Q2 | $502K | Hold |
2,600
| – | – | 0.3% | 30 |
|
|
2024
Q1 | $469K | Hold |
2,600
| – | – | 0.29% | 29 |
|
|
2023
Q4 | $395K | Hold |
2,600
| – | – | 0.25% | 28 |
|
|
2023
Q3 | $331K | Hold |
2,600
| – | – | 0.24% | 30 |
|
|
2023
Q2 | $339K | Hold |
2,600
| – | – | 0.23% | 29 |
|
|
2023
Q1 | $269K | Hold |
2,600
| – | – | 0.18% | 30 |
|
|
2022
Q4 | $218K | Hold |
2,600
| – | – | 0.15% | 33 |
|
|
2022
Q3 | $294K | Hold |
2,600
| – | – | 0.23% | 28 |
|
|
2022
Q2 | $276K | Buy |
2,600
+2,470
| +1,900% | +$262K | 0.22% | 29 |
|
|
2022
Q1 | $424K | Hold |
130
| – | – | 0.3% | 26 |
|
|
2021
Q4 | $433K | Sell |
130
-3
| -2% | -$9.99K | 0.3% | 26 |
|
|
2021
Q3 | $437K | Sell |
133
-150
| -53% | -$493K | 0.33% | 26 |
|
|
2021
Q2 | $974K | Sell |
283
-130
| -31% | -$447K | 0.69% | 18 |
|
|
2021
Q1 | $1.28M | Hold |
413
| – | – | 1% | 16 |
|
|
2020
Q4 | $1.35M | Buy |
+413
| New | +$1.35M | 1.12% | 14 |
|