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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
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 Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding Amazon

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Jennison Associates
Royal Bank of Canada
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas

View all funds holding Amazon