MWM
Merriman Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.7M | Sell |
48,696
-2,893
| -6% | -$635K | 0.44% | 30 |
|
|
2024
Q3 | $9.61M | Buy |
51,589
+585
| +1% | +$109K | 0.39% | 32 |
|
|
2024
Q2 | $9.86M | Buy |
51,004
+4,433
| +10% | +$857K | 0.43% | 29 |
|
|
2024
Q1 | $8.39M | Buy |
46,571
+1,056
| +2% | +$190K | 0.37% | 29 |
|
|
2023
Q4 | $6.92M | Sell |
45,515
-3,097
| -6% | -$471K | 0.34% | 33 |
|
|
2023
Q3 | $6.18M | Sell |
48,612
-3,151
| -6% | -$401K | 0.32% | 37 |
|
|
2023
Q2 | $6.75M | Buy |
51,763
+1,712
| +3% | +$223K | 0.33% | 38 |
|
|
2023
Q1 | $5.17M | Buy |
50,051
+9,436
| +23% | +$975K | 0.27% | 44 |
|
|
2022
Q4 | $3.41M | Sell |
40,615
-7,416
| -15% | -$623K | 0.17% | 58 |
|
|
2022
Q3 | $5.43M | Sell |
48,031
-756
| -2% | -$85.4K | 0.36% | 28 |
|
|
2022
Q2 | $5.18M | Buy |
48,787
+45,035
| +1,200% | +$4.78M | 0.36% | 28 |
|
|
2022
Q1 | $12.2M | Buy |
3,752
+401
| +12% | +$1.31M | 1% | 20 |
|
|
2021
Q4 | $11.2M | Sell |
3,351
-60
| -2% | -$200K | 0.82% | 17 |
|
|
2021
Q3 | $11.2M | Buy |
3,411
+16
| +0.5% | +$52.6K | 0.93% | 17 |
|
|
2021
Q2 | $11.7M | Buy |
3,395
+131
| +4% | +$451K | 1% | 18 |
|
|
2021
Q1 | $10.1M | Sell |
3,264
-311
| -9% | -$962K | 1.16% | 18 |
|
|
2020
Q4 | $11.6M | Buy |
3,575
+118
| +3% | +$384K | 1.25% | 16 |
|
|
2020
Q3 | $10.9M | Buy |
3,457
+299
| +9% | +$941K | 1.63% | 14 |
|
|
2020
Q2 | $8.71M | Sell |
3,158
-240
| -7% | -$662K | 1.38% | 19 |
|
|
2020
Q1 | $6.63M | Sell |
3,398
-26
| -0.8% | -$50.7K | 1.44% | 18 |
|
|
2019
Q4 | $6.33M | Sell |
3,424
-443
| -11% | -$818K | 1.22% | 27 |
|
|
2019
Q3 | $6.71M | Buy |
3,867
+88
| +2% | +$153K | 1.36% | 24 |
|
|
2019
Q2 | $72.6K | Sell |
3,779
-16
| -0.4% | -$308 | 1.4% | 21 |
|
|
2019
Q1 | $6.76M | Sell |
3,795
-239
| -6% | -$426K | 1.28% | 26 |
|
|
2018
Q4 | $6.36M | Buy |
4,034
+62
| +2% | +$97.7K | 1.37% | 15 |
|
|
2018
Q3 | $7.96M | Buy |
3,972
+438
| +12% | +$877K | 1.7% | 13 |
|
|
2018
Q2 | $6.01M | Buy |
3,534
+147
| +4% | +$250K | 1.37% | 21 |
|
|
2018
Q1 | $4.9M | Sell |
3,387
-17
| -0.5% | -$24.6K | 1.29% | 17 |
|
|
2017
Q4 | $3.98M | Sell |
3,404
-91
| -3% | -$106K | 0.97% | 24 |
|
|
2017
Q3 | $3.36M | Buy |
3,495
+437
| +14% | +$420K | 0.8% | 35 |
|
|
2017
Q2 | $2.96M | Buy |
3,058
+123
| +4% | +$119K | 0.82% | 37 |
|
|
2017
Q1 | $2.6M | Buy |
2,935
+278
| +10% | +$246K | 0.63% | 44 |
|
|
2016
Q4 | $1.99M | Buy |
2,657
+2
| +0.1% | +$1.5K | 0.54% | 45 |
|
|
2016
Q3 | $2.22M | Buy |
2,655
+1
| +0% | +$837 | 0.46% | 62 |
|
|
2016
Q2 | $1.9M | Buy |
2,654
+1,960
| +282% | +$1.4M | 0.54% | 50 |
|
|
2016
Q1 | $412K | Sell |
694
-97
| -12% | -$57.6K | 0.38% | 36 |
|
|
2015
Q4 | $504K | Sell |
791
-127
| -14% | -$80.9K | 0.73% | 24 |
|
|
2015
Q3 | $470K | Buy |
918
+483
| +111% | +$247K | 0.26% | 30 |
|
|
2015
Q2 | $210K | Sell |
435
-164
| -27% | -$79.2K | 0.42% | 26 |
|
|
2015
Q1 | $228K | Buy |
+599
| New | +$228K | 0.23% | 40 |
|