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Amazon shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Amazon

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All positions including Amazon held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 35k 186.33
2024-06-30 $6.6M 34k 193.25
2024-03-31 $6.2M 34k 180.38
2023-12-31 $5.2M 34k 151.94
2023-09-30 $4.3M 34k 127.12
2023-06-30 $4.3M 33k 130.36
2023-03-31 $3.2M 31k 103.29
2022-12-31 $2.6M 30k 84.00

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Meta Platforms Cl A (META)
Markel Corporation (MKL)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Diamond Hill Invt Group Com New (DHIL)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Evergreen Wealth Management

Top funds holding Amazon

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Morgan Stanley
Capital Research Global Investors
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Nuveen Asset Management
Bank of America Corporation
Charles Schwab Investment Management

View all funds holding Amazon