Amazon shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Amazon
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Quarterly reported holdings in Amazon by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.4M | 29k | 151.94 |
| 2023-09-30 | $4.0M | 31k | 127.12 |
| 2023-06-30 | $4.3M | 33k | 130.36 |
| 2023-03-31 | $3.4M | 33k | 103.29 |
| 2022-12-31 | $2.9M | 34k | 84.00 |
| 2022-09-30 | $4.1M | 37k | 113.00 |
| 2022-06-30 | $3.5M | 33k | 106.20 |
| 2022-03-31 | $4.8M | 1.5k | 3259.96 |
| 2021-12-31 | $11M | 3.3k | 3334.34 |
| 2021-09-30 | $11M | 3.2k | 3284.84 |
| 2021-06-30 | $11M | 3.2k | 3439.94 |
| 2021-03-31 | $12M | 4.0k | 3094.08 |
| 2020-12-31 | $13M | 3.9k | 3256.87 |
| 2020-09-30 | $2.3M | 739 | 3148.73 |
| 2020-06-30 | $2.0M | 98k | 19.88 |
| 2020-03-31 | $1.2M | 624 | 1949.72 |
| 2019-12-31 | $1.1M | 609 | 1847.84 |
| 2019-09-30 | $1.0M | 598 | 1735.79 |
| 2019-06-30 | $1.4M | 714 | 1893.63 |
| 2019-03-31 | $928k | 521 | 1780.75 |
| 2018-12-31 | $782k | 521 | 1500.96 |
| 2018-09-30 | $1.1M | 527 | 2001.90 |
| 2018-06-30 | $894k | 527 | 1696.39 |
| 2018-03-31 | $761k | 527 | 1444.02 |
| 2017-12-31 | $609k | 522 | 1166.67 |
| 2017-09-30 | $461k | 479 | 962.42 |
| 2017-06-30 | $379k | 392 | 966.84 |
| 2017-03-31 | $305k | 345 | 884.06 |
| 2016-12-31 | $230k | 308 | 746.75 |
| 2016-09-30 | $207k | 249 | 831.33 |