AMZN AMAZON COM INC

Ownership history in CIC Wealth, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, 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.

Peak position
2.47% (2024 Q2)
Avg. % of fund
2.19%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 45,705 -667 -1.4% 2.20% $8.5M $186.33
2024 Q2 ADDED 46,372 +614 +1.3% 2.47% $9.0M $193.25
2024 Q1 REDUCED 45,758 -2,794 -5.8% 2.40% $8.3M $180.38
2023 Q4 REDUCED 48,552 -520 -1.1% 2.34% $7.4M $151.94
2023 Q3 REDUCED 49,072 -1,165 -2.3% 2.24% $6.2M $127.12
2023 Q2 ADDED 50,237 +1,009 +2.0% 2.26% $6.5M $130.36
2023 Q1 ADDED 49,228 +293 +0.6% 1.92% $5.1M $103.29
2022 Q4 INITIATED 48,935 1.70% $4.1M
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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