AMZN AMAZON COM INC

Ownership history in Executive Wealth Management, LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, 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
1.4% (2024 Q3)
Avg. % of fund
0.73%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 59,828 +718 +1.2% 1.03% $13.1M $219.39
2024 Q3 REDUCED 59,110 -1,373 -2.3% 1.40% $11.0M $186.33
2024 Q1 ADDED 60,483 +2,488 +4.3% 0.96% $10.9M $180.38
2023 Q4 ADDED 57,995 +3,002 +5.5% 0.83% $8.8M $151.94
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% of Fund (quarterly)    AMZN price (monthly, adj. close)
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