Amazon shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Amazon
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Quarterly reported holdings in Amazon by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $907k | 4.1k | 219.57 |
| 2025-06-30 | $906k | 4.1k | 219.39 |
| 2025-03-31 | $708k | 3.7k | 190.26 |
| 2024-12-31 | $693k | 3.2k | 219.39 |
| 2024-09-30 | $551k | 3.0k | 186.33 |
| 2024-06-30 | $569k | 2.9k | 193.25 |
| 2024-03-31 | $531k | 2.9k | 180.38 |
| 2023-12-31 | $378k | 2.5k | 151.94 |
| 2023-09-30 | $325k | 2.6k | 127.12 |
| 2023-06-30 | $334k | 2.6k | 130.36 |
| 2023-03-31 | $571k | 5.5k | 103.29 |
| 2022-12-31 | $646k | 7.7k | 84.00 |
| 2022-09-30 | $957k | 8.5k | 113.05 |
| 2022-06-30 | $898k | 8.5k | 106.21 |
| 2022-03-31 | $1.4M | 421 | 3258.91 |
| 2021-12-31 | $1.4M | 434 | 3334.10 |
| 2021-09-30 | $1.5M | 456 | 3285.09 |
| 2021-06-30 | $1.7M | 507 | 3439.84 |
| 2021-03-31 | $1.7M | 545 | 3093.58 |
| 2020-12-31 | $1.1M | 346 | 3257.23 |
| 2020-09-30 | $1.1M | 343 | 3148.69 |
| 2020-06-30 | $963k | 349 | 2759.31 |
| 2020-03-31 | $1.1M | 560 | 1950.00 |
| 2019-12-31 | $939k | 508 | 1848.43 |
| 2019-09-30 | $899k | 518 | 1735.52 |
| 2019-06-30 | $962k | 508 | 1893.70 |
| 2019-03-31 | $1.3M | 720 | 1780.56 |
More positions owned by Summit Wealth & Retirement Planning
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