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Amazon shares owned by Halpern Financial

Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Halpern Financial from 13F filings

Historical chart of Halpern Financial investment in Amazon

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All positions including Amazon held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Amazon by Halpern Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.0M 17k 184.76
2024-06-30 $3.2M 17k 193.25
2024-03-31 $3.1M 17k 182.41
2023-12-31 $2.4M 16k 148.47
2023-09-30 $2.1M 16k 127.12
2023-06-30 $2.3M 18k 130.36
2023-03-31 $366k 3.5k 103.29
2022-12-31 $340k 4.0k 84.00
2022-09-30 $457k 4.0k 113.00
2022-06-30 $380k 3.6k 106.21
2022-03-31 $561k 172 3259.95
2021-12-31 $640k 192 3334.34
2021-09-30 $407k 124 3285.04
2021-06-30 $406k 118 3440.16
2021-03-31 $365k 118 3094.08
2020-12-31 $401k 123 3256.93
2020-09-30 $372k 118 3148.73
2020-06-30 $331k 120 2758.82
2020-03-31 $230k 118 1949.72
2019-12-31 $218k 118 1847.84