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Amazon shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Amazon

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Amazon by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $22M 143k 151.94
2023-09-30 $18M 142k 127.56
2023-03-31 $6.3M 61k 103.29
2022-12-31 $4.0M 48k 84.00
2022-09-30 $5.4M 48k 112.96
2022-06-30 $5.0M 47k 105.97

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PIMCO Intermediate Mun Bond Strat Fund (MUNI)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Pimco Total Return Etf totl (BOND)
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Amazon (AMZN)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

Top funds holding Amazon

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Bank of America Corporation
Wellington Management Company
Goldman Sachs Group
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Jennison Associates
Royal Bank of Canada
Charles Schwab Investment Management
Alliancebernstein
Ubs Global Asset Management Americas

View all funds holding Amazon