MWM
MGB Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
10,267
-961
| -9% | -$211K | 0.74% | 27 |
|
|
2025
Q1 | $2.14M | Buy |
11,228
+1,011
| +10% | +$193K | 0.77% | 30 |
|
|
2024
Q4 | $2.25M | Buy |
10,217
+1,267
| +14% | +$278K | 0.7% | 29 |
|
|
2024
Q3 | $1.67M | Sell |
8,950
-2,950
| -25% | -$550K | 0.61% | 36 |
|
|
2024
Q2 | $2.32M | Buy |
11,900
+720
| +6% | +$140K | 0.87% | 23 |
|
|
2024
Q1 | $2.02M | Sell |
11,180
-300
| -3% | -$54.1K | 0.82% | 26 |
|
|
2023
Q4 | $1.75M | Buy |
+11,480
| New | +$1.75M | 0.88% | 27 |
|