Amazon shares owned by UMA Financial Services
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Amazon
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Quarterly reported holdings in Amazon by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.7M | 15k | 183.32 |
| 2023-12-31 | $2.2M | 14k | 154.78 |
| 2023-09-30 | $1.8M | 14k | 128.26 |
| 2023-06-30 | $1.8M | 13k | 130.22 |
| 2023-03-31 | $1.4M | 13k | 104.30 |
| 2022-12-31 | $1.4M | 14k | 96.32 |
| 2022-09-30 | $1.5M | 13k | 120.94 |
| 2022-06-30 | $1.6M | 12k | 135.42 |
| 2022-03-31 | $1.4M | 571 | 2520.14 |
| 2021-12-31 | $1.9M | 572 | 3251.75 |
| 2021-09-30 | $2.0M | 578 | 3408.30 |
| 2021-06-30 | $2.1M | 579 | 3637.31 |
| 2021-03-31 | $1.7M | 529 | 3226.84 |
| 2020-12-31 | $1.8M | 526 | 3328.90 |
| 2020-09-30 | $1.4M | 470 | 3004.26 |
| 2020-06-30 | $1.4M | 445 | 3148.31 |
| 2020-03-31 | $929k | 393 | 2363.87 |
| 2019-12-31 | $687k | 363 | 1892.56 |
| 2019-09-30 | $644k | 363 | 1774.10 |