MRWM
ML&R Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $605K | Sell |
3,353
-2,280
| -40% | -$411K | 0.14% | 37 |
|
|
2023
Q4 | $856K | Sell |
5,633
-1,936
| -26% | -$294K | 0.19% | 31 |
|
|
2023
Q3 | $962K | Buy |
7,569
+4,169
| +123% | +$530K | 0.25% | 27 |
|
|
2023
Q2 | $443K | Buy |
3,400
+160
| +5% | +$20.9K | 0.1% | 64 |
|
|
2023
Q1 | $335K | Buy |
3,240
+500
| +18% | +$51.6K | 0.09% | 51 |
|
|
2022
Q4 | $230K | Sell |
2,740
-222
| -7% | -$18.6K | 0.07% | 50 |
|
|
2022
Q3 | $335K | Buy |
2,962
+63
| +2% | +$7.13K | 0.11% | 47 |
|
|
2022
Q2 | $308K | Buy |
2,899
+2,788
| +2,512% | +$296K | 0.14% | 36 |
|
|
2022
Q1 | $362K | Buy |
111
+20
| +22% | +$65.2K | 0.13% | 35 |
|
|
2021
Q4 | $303K | Buy |
+91
| New | +$303K | 0.11% | 34 |
|