Amazon shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Amazon
Tip: Access up to 7 years of quarterly data
All positions including Amazon held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Amazon by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 2.2k | 219.57 |
| 2025-06-30 | $495k | 2.3k | 219.39 |
| 2025-03-31 | $429k | 2.3k | 190.26 |
| 2024-12-31 | $495k | 2.3k | 219.39 |
| 2024-09-30 | $420k | 2.3k | 186.33 |
| 2024-06-30 | $436k | 2.3k | 193.25 |
| 2024-03-31 | $390k | 2.2k | 180.38 |
| 2023-12-31 | $371k | 2.4k | 151.94 |
| 2023-09-30 | $310k | 2.4k | 127.12 |
| 2023-06-30 | $318k | 2.4k | 130.36 |
| 2023-03-31 | $252k | 2.4k | 103.29 |
| 2022-12-31 | $213k | 2.5k | 84.00 |
| 2022-09-30 | $287k | 2.5k | 112.99 |
| 2022-06-30 | $270k | 2.5k | 106.30 |
| 2022-03-31 | $414k | 127 | 3259.84 |
| 2021-12-31 | $423k | 127 | 3330.71 |
| 2021-09-30 | $417k | 127 | 3283.46 |
| 2021-06-30 | $437k | 127 | 3440.94 |
| 2021-03-31 | $393k | 127 | 3094.49 |
| 2020-12-31 | $414k | 127 | 3259.84 |
| 2020-09-30 | $400k | 127 | 3149.61 |
| 2020-06-30 | $350k | 127 | 2755.91 |
| 2020-03-31 | $248k | 127 | 1952.76 |
| 2019-12-31 | $235k | 127 | 1850.39 |
| 2019-09-30 | $220k | 127 | 1732.28 |
| 2019-06-30 | $256k | 135 | 1896.30 |
| 2019-03-31 | $241k | 135 | 1785.19 |
| 2018-12-31 | $218k | 135 | 1614.81 |