Ownership history in Concentrum Wealth Management · 29 quarters on record
This page tracks every 13F SEC filing in which Concentrum Wealth Management 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 | 31,182 | +3,437 | +12.4% | 2.01% | $7.2M | $230.82 |
| 2025 Q3 | ADDED | 27,745 | +2,464 | +9.7% | 1.76% | $6.1M | $219.57 |
| 2025 Q2 | ADDED | 25,281 | +536 | +2.2% | 1.74% | $5.5M | $219.39 |
| 2025 Q1 | ADDED | 24,745 | +2,967 | +13.6% | 1.75% | $4.7M | $190.26 |
| 2024 Q4 | ADDED | 21,778 | +1,593 | +7.9% | 1.68% | $4.8M | $219.39 |
| 2024 Q3 | ADDED | 20,185 | +1,754 | +9.5% | 1.46% | $3.8M | $186.33 |
| 2024 Q2 | ADDED | 18,431 | +299 | +1.6% | 1.50% | $3.6M | $193.25 |
| 2024 Q1 | ADDED | 18,132 | +368 | +2.1% | 1.51% | $3.3M | $180.38 |
| 2023 Q4 | ADDED | 17,764 | +1,405 | +8.6% | 1.41% | $2.7M | $151.94 |
| 2023 Q3 | REDUCED | 16,359 | -85 | -0.5% | 1.26% | $2.1M | $127.12 |
As of 2025 Q4 — sorted by position size