MWPCG
Measured Wealth Private Client Group’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Buy |
2,145
+632
| +42% | +$139K | 0.14% | 106 |
|
|
2025
Q1 | $288K | Sell |
1,513
-98
| -6% | -$18.6K | 0.09% | 136 |
|
|
2024
Q4 | $353K | Buy |
1,611
+41
| +3% | +$8.99K | 0.11% | 116 |
|
|
2024
Q3 | $292K | Sell |
1,570
-933
| -37% | -$174K | 0.1% | 138 |
|
|
2024
Q2 | $484K | Sell |
2,503
-11
| -0.4% | -$2.13K | 0.17% | 92 |
|
|
2024
Q1 | $453K | Sell |
2,514
-48
| -2% | -$8.66K | 0.16% | 103 |
|
|
2023
Q4 | $389K | Buy |
2,562
+62
| +2% | +$9.42K | 0.14% | 111 |
|
|
2023
Q3 | $318K | Sell |
2,500
-862
| -26% | -$110K | 0.13% | 117 |
|
|
2023
Q2 | $438K | Buy |
3,362
+299
| +10% | +$39K | 0.17% | 104 |
|
|
2023
Q1 | $316K | Sell |
3,063
-150
| -5% | -$15.5K | 0.12% | 128 |
|
|
2022
Q4 | $270K | Sell |
3,213
-166
| -5% | -$13.9K | 0.11% | 132 |
|
|
2022
Q3 | $382K | Buy |
3,379
+237
| +8% | +$26.8K | 0.17% | 75 |
|
|
2022
Q2 | $334K | Buy |
3,142
+2,966
| +1,685% | +$315K | 0.15% | 105 |
|
|
2022
Q1 | $574K | Buy |
176
+34
| +24% | +$111K | 0.21% | 58 |
|
|
2021
Q4 | $473K | Sell |
142
-4
| -3% | -$13.3K | 0.17% | 77 |
|
|
2021
Q3 | $480K | Sell |
146
-123
| -46% | -$404K | 0.18% | 72 |
|
|
2021
Q2 | $925K | Buy |
269
+2
| +0.7% | +$6.88K | 0.29% | 54 |
|
|
2021
Q1 | $826K | Buy |
267
+5
| +2% | +$15.5K | 0.29% | 50 |
|
|
2020
Q4 | $853K | Sell |
262
-6
| -2% | -$19.5K | 0.36% | 43 |
|
|
2020
Q3 | $844K | Sell |
268
-7
| -3% | -$22K | 0.41% | 44 |
|
|
2020
Q2 | $759K | Buy |
275
+68
| +33% | +$188K | 0.44% | 39 |
|
|
2020
Q1 | $404K | Buy |
207
+32
| +18% | +$62.5K | 0.31% | 49 |
|
|
2019
Q4 | $323K | Sell |
175
-194
| -53% | -$358K | 0.22% | 70 |
|
|
2019
Q3 | $641K | Buy |
369
+119
| +48% | +$207K | 0.41% | 39 |
|
|
2019
Q2 | $473K | Buy |
+250
| New | +$473K | 0.27% | 69 |
|
|
2019
Q1 | – | Sell |
-208
| Closed | -$312K | – | 176 |
|
|
2018
Q4 | $312K | Sell |
208
-12
| -5% | -$18K | 0.28% | 56 |
|
|
2018
Q3 | $441K | Buy |
+220
| New | +$441K | 0.26% | 59 |
|