Amazon shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Amazon
Tip: Access up to 7 years of quarterly data
All positions including Amazon held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Amazon by Summit Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $801k | 4.3k | 186.33 |
2024-06-30 | $831k | 4.3k | 193.25 |
2024-03-31 | $776k | 4.3k | 180.38 |
2023-12-31 | $684k | 4.5k | 151.94 |
2023-09-30 | $566k | 4.5k | 127.12 |
2023-06-30 | $665k | 5.1k | 130.36 |
2023-03-31 | $819k | 7.9k | 103.29 |
2022-12-31 | $654k | 7.8k | 84.00 |
2022-09-30 | $941k | 8.3k | 113.00 |
2022-06-30 | $883k | 8.3k | 106.21 |
2022-03-31 | $1.3M | 393 | 3259.95 |
2021-12-31 | $1.2M | 370 | 3334.34 |
2021-09-30 | $1.2M | 364 | 3285.04 |
2021-06-30 | $1.2M | 362 | 3440.16 |
2021-03-31 | $1.1M | 362 | 3094.08 |
2020-12-31 | $1.2M | 362 | 3256.93 |
2020-09-30 | $1.1M | 362 | 3148.73 |
2020-06-30 | $957k | 347 | 2758.82 |
2020-03-31 | $642k | 329 | 1949.72 |
2019-12-31 | $307k | 166 | 1847.84 |