Measured Wealth Private Client Group’s Amazon AMZN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $577K | Buy |
2,420
+238
| +11% | +$59.7K | 0.14% | 105 |
|
|
2026
Q1 | $454K | Hold |
2,182
| – | – | 0.12% | 114 |
|
|
2025
Q4 | $504K | Buy |
2,182
+770
| +55% | +$176K | 0.13% | 97 |
|
|
2025
Q3 | $310K | Sell |
1,412
-733
| -34% | -$166K | 0.08% | 134 |
|
|
2025
Q2 | $471K | Buy |
2,145
+632
| +42% | +$125K | 0.14% | 106 |
|
|
2025
Q1 | $288K | Sell |
1,513
-98
| -6% | -$21.3K | 0.09% | 136 |
|
|
2024
Q4 | $353K | Buy |
1,611
+41
| +3% | +$8.39K | 0.11% | 116 |
|
|
2024
Q3 | $292K | Sell |
1,570
-933
| -37% | -$170K | 0.1% | 138 |
|
|
2024
Q2 | $484K | Sell |
2,503
-11
| -0.4% | -$2.02K | 0.17% | 92 |
|
|
2024
Q1 | $453K | Sell |
2,514
-48
| -2% | -$8.01K | 0.16% | 103 |
|
|
2023
Q4 | $389K | Buy |
2,562
+62
| +2% | +$8.69K | 0.14% | 111 |
|
|
2023
Q3 | $318K | Sell |
2,500
-862
| -26% | -$116K | 0.13% | 117 |
|
|
2023
Q2 | $438K | Buy |
3,362
+299
| +10% | +$34.1K | 0.17% | 104 |
|
|
2023
Q1 | $316K | Sell |
3,063
-150
| -5% | -$14.5K | 0.12% | 128 |
|
|
2022
Q4 | $270K | Sell |
3,213
-166
| -5% | -$16.4K | 0.11% | 132 |
|
|
2022
Q3 | $382K | Buy |
3,379
+237
| +8% | +$30K | 0.17% | 75 |
|
|
2022
Q2 | $334K | Sell |
3,142
-378
| -11% | -$47.3K | 0.15% | 105 |
|
|
2022
Q1 | $574K | Buy |
3,520
+680
| +24% | +$105K | 0.21% | 58 |
|
|
2021
Q4 | $473K | Sell |
2,840
-80
| -3% | -$13.7K | 0.17% | 77 |
|
|
2021
Q3 | $480K | Sell |
2,920
-2,460
| -46% | -$424K | 0.18% | 72 |
|
|
2021
Q2 | $925K | Buy |
5,380
+40
| +0.7% | +$6.65K | 0.29% | 54 |
|
|
2021
Q1 | $826K | Buy |
5,340
+100
| +2% | +$15.9K | 0.29% | 50 |
|
|
2020
Q4 | $853K | Sell |
5,240
-120
| -2% | -$19.1K | 0.36% | 43 |
|
|
2020
Q3 | $844K | Sell |
5,360
-140
| -3% | -$22.1K | 0.41% | 44 |
|
|
2020
Q2 | $759K | Buy |
5,500
+1,360
| +33% | +$164K | 0.44% | 39 |
|
|
2020
Q1 | $404K | Buy |
4,140
+640
| +18% | +$61.9K | 0.31% | 49 |
|
|
2019
Q4 | $323K | Sell |
3,500
-3,880
| -53% | -$343K | 0.22% | 70 |
|
|
2019
Q3 | $641K | Buy |
7,380
+2,380
| +48% | +$221K | 0.41% | 39 |
|
|
2019
Q2 | $473K | Buy |
+5,000
| New | +$466K | 0.27% | 69 |
|
|
2019
Q1 | – | Sell |
-4,160
| Closed | -$312K | – | 176 |
|
|
2018
Q4 | $312K | Sell |
4,160
-240
| -5% | -$20K | 0.28% | 56 |
|
|
2018
Q3 | $441K | Buy |
+4,400
| New | +$414K | 0.26% | 59 |
|
Other funds holding AMZN
Measured Wealth Private Client Group's AMZN Position: Q2 2026 in Review
Measured Wealth Private Client Group increased its Amazon (AMZN) stake by 11% in Q2 2026, buying an estimated $59.7K and bringing the position to 2,420 shares worth $577K. The position accounts for 0.14% of the portfolio, ranked #105.
Measured Wealth Private Client Group first reported a position in AMZN in Q3 2018 and has held it in 31 quarters since. The position peaked at $925K in Q2 2021. 6,101 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.
- Measured Wealth Private Client Group held 2,420 shares of Amazon worth $577K as of Q2 2026.
- Measured Wealth Private Client Group bought 238 Amazon shares in Q2 2026, an estimated $59.7K.
- Amazon made up 0.14% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #105 holding.
- Measured Wealth Private Client Group first reported a position in Amazon in Q3 2018 and has held it in 31 quarters since.
- Measured Wealth Private Client Group's Amazon position peaked at $925K in Q2 2021.
- 6,101 funds tracked by Wall St. Rank held Amazon as of Q2 2026.
Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.