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.
| 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 |
As of 2025 Q4 — sorted by position size