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Amazon shares owned by Summit Financial Wealth Advisors

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

Historical chart of Summit Financial Wealth Advisors investment in Amazon

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Amazon by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.4M 7.1k 193.25
2024-03-31 $1.3M 7.0k 180.38
2023-12-31 $1.1M 7.0k 151.94
2023-09-30 $996k 7.0k 142.71
2023-06-30 $815k 6.3k 130.36
2023-03-31 $628k 6.1k 103.29
2022-12-31 $569k 6.8k 84.00
2022-09-30 $725k 6.5k 110.99
2022-06-30 $800k 6.6k 121.08
2022-03-31 $1.0M 319 3260.19
2021-12-31 $1.2M 357 3350.14
2021-09-30 $1.1M 347 3285.30
2021-06-30 $1.2M 345 3440.58
2021-03-31 $1.2M 368 3258.15
2020-12-31 $1.2M 371 3148.25
2020-09-30 $1.2M 384 3005.21
2020-06-30 $1.2M 386 3080.31
2020-03-31 $779k 390 1997.44
2019-12-31 $708k 387 1829.46
2019-09-30 $656k 379 1730.87
2019-06-30 $670k 354 1892.66
2019-03-31 $730k 401 1820.45
2018-12-31 $571k 380 1502.63
2018-06-30 $485k 335 1447.76
2018-03-31 $499k 345 1446.38
2017-12-31 $209k 179 1167.60