MWM
Mission Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80M | Sell |
364,593
-1,611
| -0.4% | -$353K | 1.71% | 9 |
|
|
2025
Q1 | $69.7M | Buy |
366,204
+107,245
| +41% | +$20.4M | 1.71% | 9 |
|
|
2024
Q4 | $56.8M | Sell |
258,959
-12,159
| -4% | -$2.67M | 1.32% | 13 |
|
|
2024
Q3 | $50.5M | Buy |
271,118
+67,360
| +33% | +$12.6M | 1.22% | 14 |
|
|
2024
Q2 | $39.4M | Buy |
203,758
+46,237
| +29% | +$8.94M | 1.04% | 18 |
|
|
2024
Q1 | $28.4M | Buy |
157,521
+25,462
| +19% | +$4.59M | 0.75% | 23 |
|
|
2023
Q4 | $20.1M | Buy |
132,059
+7,318
| +6% | +$1.11M | 0.65% | 24 |
|
|
2023
Q3 | $15.9M | Sell |
124,741
-10,624
| -8% | -$1.35M | 0.59% | 27 |
|
|
2023
Q2 | $17.6M | Sell |
135,365
-2,934
| -2% | -$382K | 0.67% | 27 |
|
|
2023
Q1 | $14.3M | Sell |
138,299
-2,360
| -2% | -$244K | 0.6% | 28 |
|
|
2022
Q4 | $11.8M | Buy |
140,659
+23,855
| +20% | +$2M | 0.57% | 29 |
|
|
2022
Q3 | $13.2M | Buy |
116,804
+4,426
| +4% | +$500K | 0.7% | 23 |
|
|
2022
Q2 | $11.9M | Buy |
112,378
+106,980
| +1,982% | +$11.4M | 0.63% | 27 |
|
|
2022
Q1 | $17.6M | Buy |
5,398
+4
| +0.1% | +$13K | 0.81% | 23 |
|
|
2021
Q4 | $18M | Buy |
5,394
+301
| +6% | +$1M | 0.81% | 23 |
|
|
2021
Q3 | $16.7M | Sell |
5,093
-351
| -6% | -$1.15M | 0.85% | 22 |
|
|
2021
Q2 | $18.7M | Buy |
5,444
+465
| +9% | +$1.6M | 0.99% | 19 |
|
|
2021
Q1 | $15.4M | Sell |
4,979
-27
| -0.5% | -$83.5K | 0.89% | 21 |
|
|
2020
Q4 | $16.3M | Buy |
5,006
+343
| +7% | +$1.12M | 1.02% | 19 |
|
|
2020
Q3 | $14.7M | Sell |
4,663
-9
| -0.2% | -$28.3K | 1.1% | 19 |
|
|
2020
Q2 | $12.9M | Buy |
4,672
+351
| +8% | +$968K | 1.11% | 20 |
|
|
2020
Q1 | $8.43M | Buy |
4,321
+101
| +2% | +$197K | 0.93% | 23 |
|
|
2019
Q4 | $7.8M | Buy |
4,220
+416
| +11% | +$769K | 0.75% | 24 |
|
|
2019
Q3 | $6.6M | Buy |
3,804
+199
| +6% | +$345K | 0.71% | 25 |
|
|
2019
Q2 | $6.83M | Sell |
3,605
-387
| -10% | -$733K | 0.77% | 24 |
|
|
2019
Q1 | $7.11M | Buy |
3,992
+216
| +6% | +$385K | 0.83% | 22 |
|
|
2018
Q4 | $5.67M | Buy |
3,776
+251
| +7% | +$377K | 0.74% | 24 |
|
|
2018
Q3 | $7.06M | Buy |
3,525
+317
| +10% | +$635K | 0.93% | 18 |
|
|
2018
Q2 | $5.45M | Buy |
3,208
+1,710
| +114% | +$2.91M | 0.8% | 19 |
|
|
2018
Q1 | $2.17M | Buy |
1,498
+179
| +14% | +$259K | 0.35% | 37 |
|
|
2017
Q4 | $1.54M | Buy |
1,319
+53
| +4% | +$62K | 0.26% | 45 |
|
|
2017
Q3 | $1.22M | Sell |
1,266
-130
| -9% | -$125K | 0.22% | 52 |
|
|
2017
Q2 | $1.35M | Sell |
1,396
-12
| -0.9% | -$11.6K | 0.26% | 48 |
|
|
2017
Q1 | $1.25M | Buy |
1,408
+43
| +3% | +$38.1K | 0.24% | 50 |
|
|
2016
Q4 | $1.02M | Buy |
1,365
+187
| +16% | +$140K | 0.2% | 56 |
|
|
2016
Q3 | $986K | Hold |
1,178
| – | – | 0.24% | 51 |
|
|
2016
Q2 | $843K | Buy |
1,178
+268
| +29% | +$192K | 0.22% | 48 |
|
|
2016
Q1 | $540K | Buy |
910
+202
| +29% | +$120K | 0.15% | 75 |
|
|
2015
Q4 | $479K | Buy |
708
+52
| +8% | +$35.2K | 0.13% | 73 |
|
|
2015
Q3 | $336K | Buy |
+656
| New | +$336K | 0.1% | 88 |
|