Ownership history in Advisor OS, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 51,180 | +742 | +1.5% | 0.95% | $11.8M | $230.82 |
| 2025 Q3 | ADDED | 50,438 | +4,643 | +10.1% | 0.96% | $11.1M | $219.57 |
| 2025 Q2 | ADDED | 45,795 | +3,019 | +7.1% | 0.99% | $10.0M | $219.39 |
| 2025 Q1 | REDUCED | 42,776 | -1,084 | -2.5% | 0.93% | $8.1M | $190.26 |
| 2024 Q4 | REDUCED | 43,860 | -2,063 | -4.5% | 1.11% | $9.6M | $219.39 |
| 2024 Q3 | ADDED | 45,923 | +403 | +0.9% | 0.85% | $8.6M | $186.33 |
| 2024 Q2 | ADDED | 45,520 | +2,314 | +5.4% | 0.96% | $8.8M | $193.25 |
| 2024 Q1 | ADDED | 43,206 | +3,980 | +10.1% | 0.90% | $7.8M | $180.38 |
| 2023 Q4 | ADDED | 39,226 | +2,525 | +6.9% | 0.78% | $6.0M | $151.94 |
| 2023 Q3 | ADDED | 36,701 | +2,812 | +8.3% | 0.70% | $4.7M | $127.12 |
As of 2025 Q4 — sorted by position size