Amazon shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Amazon
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Quarterly reported holdings in Amazon by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 173k | 180.38 |
| 2023-09-30 | $17M | 133k | 127.12 |
| 2023-06-30 | $13M | 100k | 130.36 |
| 2023-03-31 | $10M | 96k | 103.29 |
| 2022-12-31 | $7.6M | 90k | 84.00 |
| 2022-09-30 | $9.8M | 87k | 113.00 |
| 2022-06-30 | $7.7M | 72k | 106.20 |
| 2022-03-31 | $11M | 3.5k | 3259.93 |
| 2021-12-31 | $11M | 3.3k | 3334.24 |
| 2021-09-30 | $10M | 3.2k | 3285.22 |
| 2021-06-30 | $11M | 3.1k | 3435.43 |
| 2021-03-31 | $9.0M | 2.9k | 3093.68 |
| 2020-12-31 | $9.1M | 2.8k | 3256.88 |
| 2020-09-30 | $3.4M | 1.1k | 3148.90 |
| 2020-06-30 | $3.5M | 1.3k | 2759.06 |
| 2020-03-31 | $2.7M | 1.4k | 1950.29 |
| 2019-12-31 | $1.6M | 93k | 16.90 |
| 2019-09-30 | $1.7M | 978 | 1736.20 |
| 2019-06-30 | $1.1M | 580 | 1894.83 |
| 2019-03-31 | $878k | 493 | 1780.93 |
| 2018-12-31 | $850k | 566 | 1501.77 |
| 2018-09-30 | $1.1M | 538 | 2003.72 |
| 2018-06-30 | $751k | 442 | 1699.10 |
| 2018-03-31 | $638k | 441 | 1446.71 |
| 2017-12-31 | $486k | 416 | 1168.27 |
| 2017-09-30 | $336k | 350 | 960.00 |
| 2017-06-30 | $237k | 245 | 967.35 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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