Ownership history in CreativeOne Wealth, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which CreativeOne 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 334,483 | +1,826 | +0.5% | 1.87% | $77.2M | $230.82 |
| 2025 Q3 | ADDED | 332,657 | +4,987 | +1.5% | 1.78% | $73.0M | $219.57 |
| 2025 Q2 | ADDED | 327,670 | +17,919 | +5.8% | 1.88% | $71.9M | $219.39 |
| 2025 Q1 | ADDED | 309,751 | +127,760 | +70.2% | 1.76% | $58.9M | $190.26 |
| 2024 Q4 | ADDED | 181,991 | +59,192 | +48.2% | 1.22% | $39.9M | $219.39 |
| 2024 Q3 | ADDED | 122,799 | +36,345 | +42.0% | 0.78% | $22.9M | $186.33 |
| 2024 Q2 | REDUCED | 86,454 | -8,729 | -9.2% | 0.85% | $16.7M | $193.25 |
| 2024 Q1 | ADDED | 95,183 | +34,344 | +56.5% | 0.68% | $17.2M | $180.38 |
| 2023 Q4 | ADDED | 60,839 | +3,121 | +5.4% | 0.59% | $9.2M | $151.94 |
| 2023 Q3 | REDUCED | 57,718 | -13,186 | -18.6% | 0.53% | $7.3M | $127.12 |
As of 2025 Q4 — sorted by position size