Amazon shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Amazon
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Quarterly reported holdings in Amazon by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $207M | 1.1M | 186.33 |
| 2024-06-30 | $200M | 1.0M | 193.25 |
| 2024-03-31 | $186M | 1.0M | 180.38 |
| 2023-12-31 | $150M | 989k | 151.94 |
| 2023-09-30 | $124M | 976k | 127.12 |
| 2023-06-30 | $128M | 806k | 158.68 |
| 2023-03-31 | $83M | 806k | 103.29 |
| 2022-12-31 | $59M | 701k | 84.00 |
| 2022-09-30 | $75M | 667k | 113.00 |
| 2022-06-30 | $62M | 582k | 106.21 |
| 2022-03-31 | $87M | 27k | 3259.94 |
| 2021-12-31 | $84M | 25k | 3334.39 |
| 2021-09-30 | $69M | 20k | 3532.13 |
| 2021-06-30 | $67M | 20k | 3440.11 |
| 2021-03-31 | $57M | 18k | 3094.09 |
| 2020-12-31 | $54M | 17k | 3256.84 |
| 2020-09-30 | $49M | 16k | 3148.78 |
| 2020-06-30 | $43M | 16k | 2758.83 |
| 2020-03-31 | $31M | 16k | 1949.75 |
| 2019-12-31 | $26M | 14k | 1847.82 |
| 2019-09-30 | $22M | 13k | 1735.93 |
| 2019-03-31 | $22M | 12k | 1780.80 |
| 2018-12-31 | $18M | 12k | 1502.06 |
| 2018-09-30 | $19M | 9.5k | 2003.05 |
| 2018-06-30 | $16M | 9.1k | 1699.90 |
| 2018-03-31 | $14M | 9.4k | 1447.40 |
| 2017-12-31 | $11M | 9.5k | 1169.52 |
| 2017-09-30 | $8.9M | 9.2k | 961.44 |
| 2017-06-30 | $8.5M | 8.8k | 968.01 |
| 2017-03-31 | $7.2M | 8.1k | 886.56 |
| 2016-12-31 | $868k | 1.3k | 663.61 |
| 2016-09-30 | $1.2M | 1.4k | 837.46 |
| 2016-06-30 | $771k | 1.1k | 715.88 |
| 2016-03-31 | $1.1M | 1.8k | 593.59 |
| 2015-12-31 | $1.5M | 2.3k | 676.06 |
| 2015-09-30 | $768k | 1.5k | 511.66 |
| 2015-06-30 | $570k | 1.3k | 434.09 |
| 2015-03-31 | $525k | 1.4k | 372.10 |
| 2014-12-31 | $438k | 1.4k | 310.64 |
| 2014-09-30 | $466k | 1.4k | 322.49 |
| 2014-06-30 | $449k | 1.4k | 324.89 |
| 2014-03-31 | $493k | 1.5k | 336.29 |
| 2013-12-31 | $560k | 1.4k | 399.14 |
| 2013-09-30 | $403k | 1.3k | 312.89 |
| 2013-06-30 | $352k | 1.3k | 278.04 |
| 2013-03-31 | $348k | 1.3k | 266.26 |
| 2012-09-30 | $295k | 1.2k | 254.09 |
| 2012-06-30 | $211k | 923 | 228.60 |
| 2012-03-31 | $209k | 1.0k | 202.52 |