Ownership history in APPLETON PARTNERS INC/MA · 56 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in AMAZON COM INC COM COMMON STOCK (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 | REDUCED | 179,908 | -918 | -0.5% | 2.74% | $41.5M | $230.82 |
| 2025 Q3 | REDUCED | 180,826 | -21 | -0.0% | 2.66% | $39.7M | $219.57 |
| 2025 Q2 | REDUCED | 180,847 | -4,559 | -2.5% | 2.81% | $39.7M | $219.39 |
| 2025 Q1 | REDUCED | 185,406 | -1,228 | -0.7% | 2.73% | $35.3M | $190.26 |
| 2024 Q4 | REDUCED | 186,634 | -8,213 | -4.2% | 3.03% | $40.9M | $219.39 |
| 2024 Q3 | REDUCED | 194,847 | -1,157 | -0.6% | 2.67% | $36.3M | $186.33 |
| 2024 Q2 | REDUCED | 196,004 | -383 | -0.2% | 2.92% | $37.9M | $193.25 |
| 2024 Q1 | REDUCED | 196,387 | -5,009 | -2.5% | 2.75% | $35.4M | $180.38 |
| 2023 Q4 | REDUCED | 201,396 | -7,534 | -3.6% | 2.47% | $30.6M | $151.94 |
| 2023 Q3 | REDUCED | 208,930 | -1,949 | -0.9% | 2.36% | $26.6M | $127.12 |
As of 2025 Q4 — sorted by position size