Ownership history in Obermeyer Wealth Partners · 63 quarters on record
This page tracks every 13F SEC filing in which Obermeyer Wealth Partners reported a position in AMAZON INC. Common (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 | 320,638 | +508 | +0.2% | 3.38% | $74.0M | $230.82 |
| 2025 Q3 | REDUCED | 320,130 | -35 | -0.0% | 3.29% | $70.3M | $219.57 |
| 2025 Q2 | ADDED | 320,165 | +50,799 | +18.9% | 3.50% | $70.2M | $219.39 |
| 2025 Q1 | REDUCED | 269,366 | -4,149 | -1.5% | 2.73% | $51.2M | $190.26 |
| 2024 Q4 | REDUCED | 273,515 | -4,359 | -1.6% | 3.13% | $60.0M | $219.39 |
| 2024 Q3 | REDUCED | 277,874 | -7,229 | -2.5% | 2.77% | $51.8M | $186.33 |
| 2024 Q2 | ADDED | 285,103 | +3,494 | +1.2% | 3.16% | $55.1M | $193.25 |
| 2024 Q1 | REDUCED | 281,609 | -2,670 | -0.9% | 2.99% | $50.8M | $180.38 |
| 2023 Q4 | REDUCED | 284,279 | -5,295 | -1.8% | 2.95% | $43.2M | $151.94 |
| 2023 Q3 | ADDED | 289,574 | +811 | +0.3% | 2.74% | $36.8M | $127.12 |
As of 2025 Q4 — sorted by position size