Ownership history in Compound Planning, Inc. · 15 quarters on record
This page tracks every 13F SEC filing in which Compound Planning, Inc. 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 | 233,958 | +233,458 | +46691.6% | 1.58% | $54.0M | $230.82 |
| 2025 Q3 | REDUCED | 500 | -177,725 | -99.7% | 0.00% | $110K | $219.57 |
| 2025 Q3 | ADDED | 178,225 | +177,725 | +35545.0% | 1.26% | $39.1M | $219.57 |
| 2025 Q2 | REDUCED | 500 | -160,472 | -99.7% | 0.00% | $110K | $219.39 |
| 2025 Q2 | ADDED | 160,972 | +160,472 | +32094.4% | 1.33% | $35.3M | $219.39 |
| 2025 Q1 | REDUCED | 500 | -142,864 | -99.7% | 0.00% | $95K | $190.26 |
| 2025 Q1 | ADDED | 143,364 | +13,000 | +10.0% | 1.24% | $27.3M | $190.26 |
| 2024 Q4 | ADDED | 130,364 | +33,107 | +34.0% | 1.44% | $28.6M | $219.39 |
| 2024 Q3 | ADDED | 97,257 | +24,316 | +33.3% | 1.13% | $18.1M | $186.33 |
| 2024 Q2 | ADDED | 72,941 | +4,749 | +7.0% | 1.04% | $14.1M | $193.25 |
As of 2025 Q4 — sorted by position size