Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in AMAZON COM INC COM (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 | 138,496 | +19,129 | +16.0% | 1.18% | $32.0M | $230.82 |
| 2025 Q3 | ADDED | 119,367 | +2,682 | +2.3% | 1.04% | $26.2M | $219.57 |
| 2025 Q2 | REDUCED | 116,685 | -4,473 | -3.7% | 1.16% | $25.6M | $219.39 |
| 2025 Q1 | ADDED | 121,158 | +15,696 | +14.9% | 1.27% | $23.1M | $190.26 |
| 2024 Q4 | ADDED | 105,462 | +4,584 | +4.5% | 1.30% | $23.1M | $219.39 |
| 2024 Q3 | ADDED | 100,878 | +7,098 | +7.6% | 1.19% | $18.8M | $186.33 |
| 2024 Q2 | ADDED | 93,780 | +23,043 | +32.6% | 1.16% | $17.5M | $193.25 |
| 2024 Q1 | UNCHANGED | 70,737 | — | 0% | 0.98% | $10.7M | $180.38 |
| 2023 Q4 | ADDED | 70,737 | +4,349 | +6.6% | 0.98% | $10.7M | $151.94 |
| 2023 Q3 | ADDED | 66,388 | +1,206 | +1.9% | 0.90% | $8.4M | $127.12 |
As of 2025 Q4 — sorted by position size