MWM
MinichMacGregor Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
5,355
-6,326
| -54% | -$1.39M | 0.25% | 48 |
|
|
2025
Q1 | $2.22M | Buy |
11,681
+178
| +2% | +$33.9K | 0.5% | 45 |
|
|
2024
Q4 | $2.52M | Buy |
11,503
+1,123
| +11% | +$246K | 0.52% | 46 |
|
|
2024
Q3 | $1.93M | Buy |
10,380
+899
| +9% | +$168K | 0.41% | 47 |
|
|
2024
Q2 | $1.83M | Buy |
9,481
+163
| +2% | +$31.5K | 0.45% | 45 |
|
|
2024
Q1 | $1.69M | Buy |
9,318
+20
| +0.2% | +$3.62K | 0.43% | 47 |
|
|
2023
Q4 | $1.41M | Sell |
9,298
-38
| -0.4% | -$5.77K | 0.41% | 40 |
|
|
2023
Q3 | $1.19M | Buy |
9,336
+254
| +3% | +$32.3K | 0.39% | 49 |
|
|
2023
Q2 | $1.18M | Sell |
9,082
-111
| -1% | -$14.5K | 0.37% | 48 |
|
|
2023
Q1 | $950K | Buy |
9,193
+4,887
| +113% | +$505K | 0.31% | 47 |
|
|
2022
Q4 | $362K | Sell |
4,306
-428
| -9% | -$36K | 0.13% | 54 |
|
|
2022
Q3 | $534K | Sell |
4,734
-52
| -1% | -$5.87K | 0.21% | 53 |
|
|
2022
Q2 | $508K | Buy |
4,786
+4,571
| +2,126% | +$485K | 0.21% | 49 |
|
|
2022
Q1 | $701K | Buy |
215
+2
| +0.9% | +$6.52K | 0.22% | 53 |
|
|
2021
Q4 | $710K | Hold |
213
| – | – | 0.22% | 53 |
|
|
2021
Q3 | $699K | Hold |
213
| – | – | 0.24% | 48 |
|
|
2021
Q2 | $732K | Buy |
213
+2
| +0.9% | +$6.87K | 0.26% | 48 |
|
|
2021
Q1 | $652K | Buy |
211
+12
| +6% | +$37.1K | 0.24% | 50 |
|
|
2020
Q4 | $648K | Buy |
199
+21
| +12% | +$68.4K | 0.26% | 51 |
|
|
2020
Q3 | $560K | Buy |
178
+16
| +10% | +$50.3K | 0.26% | 44 |
|
|
2020
Q2 | $446K | Buy |
162
+46
| +40% | +$127K | 0.25% | 46 |
|
|
2020
Q1 | $268K | Sell |
116
-68
| -37% | -$157K | 0.24% | 72 |
|
|
2019
Q4 | $340K | Sell |
184
-36
| -16% | -$66.5K | 0.19% | 43 |
|
|
2019
Q3 | $381K | Buy |
+220
| New | +$381K | 0.26% | 40 |
|
|
2019
Q1 | – | Sell |
-539
| Closed | -$518K | – | 53 |
|
|
2018
Q4 | $518K | Buy |
539
+428
| +386% | +$411K | 0.35% | 63 |
|
|
2018
Q3 | $222K | Buy |
111
+55
| +98% | +$110K | 0.15% | 38 |
|
|
2018
Q2 | $95K | Buy |
56
+7
| +14% | +$11.9K | 0.07% | 80 |
|
|
2018
Q1 | $70K | Sell |
49
-25
| -34% | -$35.7K | 0.05% | 90 |
|
|
2017
Q4 | $86K | Sell |
74
-20
| -21% | -$23.2K | 0.07% | 72 |
|
|
2017
Q3 | $90K | Sell |
94
-3
| -3% | -$2.87K | 0.07% | 66 |
|
|
2017
Q2 | $93K | Buy |
97
+7
| +8% | +$6.71K | 0.08% | 66 |
|
|
2017
Q1 | $79K | Sell |
90
-17
| -16% | -$14.9K | 0.07% | 73 |
|
|
2016
Q4 | $80K | Buy |
107
+14
| +15% | +$10.5K | 0.07% | 75 |
|
|
2016
Q3 | $77K | Buy |
93
+34
| +58% | +$28.2K | 0.07% | 84 |
|
|
2016
Q2 | $42K | Sell |
59
-300
| -84% | -$214K | 0.04% | 118 |
|
|
2016
Q1 | $213K | Buy |
359
+294
| +452% | +$174K | 0.21% | 35 |
|
|
2015
Q4 | $27K | Buy |
+65
| New | +$27K | 0.03% | 142 |
|