Amazon shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Amazon
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Quarterly reported holdings in Amazon by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.4M | 13k | 180.38 |
| 2023-12-31 | $2.0M | 13k | 151.94 |
| 2023-09-30 | $1.7M | 14k | 127.12 |
| 2023-06-30 | $1.8M | 14k | 130.36 |
| 2023-03-31 | $1.4M | 14k | 103.29 |
| 2022-12-31 | $1.2M | 14k | 84.00 |
| 2022-09-30 | $1.6M | 14k | 113.02 |
| 2022-06-30 | $1.5M | 14k | 106.23 |
| 2022-03-31 | $2.2M | 682 | 3259.53 |
| 2021-12-31 | $2.0M | 608 | 3333.88 |
| 2021-09-30 | $2.0M | 604 | 3284.77 |
| 2021-06-30 | $2.1M | 601 | 3440.93 |
| 2021-03-31 | $1.8M | 595 | 3094.12 |
| 2020-12-31 | $1.1M | 349 | 3257.88 |
| 2020-09-30 | $1.1M | 359 | 3147.63 |
| 2020-06-30 | $670k | 243 | 2757.20 |
| 2020-03-31 | $708k | 363 | 1950.41 |
| 2019-12-31 | $643k | 348 | 1847.70 |
| 2019-09-30 | $566k | 327 | 1730.89 |
| 2019-06-30 | $350k | 185 | 1891.89 |
| 2019-03-31 | $568k | 319 | 1780.56 |
| 2018-12-31 | $506k | 337 | 1501.48 |
| 2018-09-30 | $635k | 317 | 2003.15 |
| 2018-03-31 | $289k | 200 | 1445.00 |
| 2017-12-31 | $251k | 215 | 1167.44 |
More positions owned by Holistic Financial Partners
View all positions for Holistic Financial Partners