MSWM
Mowery & Schoenfeld Wealth Management’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Sell |
3,564
-76
| -2% | -$16.7K | 1.19% | 15 |
|
|
2025
Q1 | $693K | Buy |
3,640
+2,146
| +144% | +$408K | 1.36% | 15 |
|
|
2024
Q4 | $328K | Buy |
1,494
+368
| +33% | +$80.8K | 0.64% | 32 |
|
|
2024
Q3 | $210K | Buy |
1,126
+500
| +80% | +$93.2K | 0.33% | 35 |
|
|
2024
Q2 | $121K | Buy |
626
+243
| +63% | +$47K | 0.17% | 56 |
|
|
2024
Q1 | $69.2K | Sell |
383
-3
| -0.8% | -$542 | 0.13% | 66 |
|
|
2023
Q4 | $58.7K | Buy |
+386
| New | +$58.7K | 0.12% | 69 |
|