MSWM
McGlone Suttner Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
12,113
+288
| +2% | +$63.2K | 0.4% | 26 |
|
|
2025
Q1 | $2.25M | Buy |
11,825
+889
| +8% | +$169K | 0.37% | 29 |
|
|
2024
Q4 | $2.4M | Buy |
10,936
+381
| +4% | +$83.6K | 0.4% | 27 |
|
|
2024
Q3 | $1.97M | Buy |
10,555
+1,996
| +23% | +$372K | 0.41% | 29 |
|
|
2024
Q2 | $1.3M | Sell |
8,559
-1,286
| -13% | -$195K | 0.27% | 40 |
|
|
2024
Q1 | $1.78M | Buy |
9,845
+1,286
| +15% | +$232K | 0.33% | 32 |
|
|
2023
Q4 | $1.3M | Buy |
8,559
+453
| +6% | +$68.8K | 0.26% | 40 |
|
|
2023
Q3 | $1.03M | Buy |
8,106
+877
| +12% | +$111K | 0.24% | 50 |
|
|
2023
Q2 | $942K | Buy |
7,229
+989
| +16% | +$129K | 0.22% | 53 |
|
|
2023
Q1 | $645K | Buy |
6,240
+1,164
| +23% | +$120K | 0.17% | 60 |
|
|
2022
Q4 | $426K | Buy |
+5,076
| New | +$426K | 0.14% | 76 |
|