MWA
Monograph Wealth Advisors’s Amazon AMZN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.95M | Buy |
22,573
+4,178
| +23% | +$917K | 0.61% | 23 |
|
2025
Q1 | $3.5M | Sell |
18,395
-1,080
| -6% | -$205K | 0.48% | 28 |
|
2024
Q4 | $4.27M | Buy |
19,475
+2,965
| +18% | +$650K | 0.56% | 25 |
|
2024
Q3 | $3.08M | Buy |
16,510
+882
| +6% | +$164K | 0.4% | 27 |
|
2024
Q2 | $3.02M | Sell |
15,628
-422
| -3% | -$81.6K | 0.44% | 28 |
|
2024
Q1 | $2.9M | Buy |
16,050
+355
| +2% | +$64K | 0.43% | 28 |
|
2023
Q4 | $2.38M | Sell |
15,695
-4,547
| -22% | -$691K | 0.43% | 25 |
|
2023
Q3 | $2.57M | Buy |
20,242
+6,000
| +42% | +$763K | 0.51% | 25 |
|
2023
Q2 | $1.86M | Hold |
14,242
| – | – | 0.4% | 22 |
|
2023
Q1 | $1.47M | Sell |
14,242
-117
| -0.8% | -$12.1K | 0.35% | 24 |
|
2022
Q4 | $1.21M | Buy |
14,359
+759
| +6% | +$63.7K | 0.32% | 24 |
|
2022
Q3 | $1.54M | Sell |
13,600
-1,220
| -8% | -$138K | 0.5% | 19 |
|
2022
Q2 | $1.57M | Buy |
14,820
+14,042
| +1,805% | +$1.49M | 0.46% | 19 |
|
2022
Q1 | $2.54M | Sell |
778
-219
| -22% | -$714K | 0.64% | 17 |
|
2021
Q4 | $3.32M | Buy |
+997
| New | +$3.32M | 0.84% | 15 |
|