Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 | 65,738 | +3,687 | +5.9% | 1.01% | $15.2M | $230.82 |
| 2025 Q3 | ADDED | 62,051 | +1,030 | +1.7% | 0.94% | $13.6M | $219.57 |
| 2025 Q2 | ADDED | 61,021 | +8,907 | +17.1% | 1.00% | $13.4M | $219.39 |
| 2025 Q1 | ADDED | 52,114 | +6,057 | +13.2% | 0.84% | $9.9M | $190.26 |
| 2024 Q4 | ADDED | 46,057 | +609 | +1.3% | 0.90% | $10.1M | $219.39 |
| 2024 Q3 | ADDED | 45,448 | +1,045 | +2.4% | 0.76% | $8.5M | $186.33 |
| 2024 Q2 | ADDED | 44,403 | +3,667 | +9.0% | 0.87% | $8.6M | $193.25 |
| 2024 Q1 | ADDED | 40,736 | +1,670 | +4.3% | 0.77% | $7.3M | $180.38 |
| 2023 Q4 | ADDED | 39,066 | +894 | +2.3% | 0.68% | $5.9M | $151.94 |
| 2023 Q3 | ADDED | 38,172 | +884 | +2.4% | 0.63% | $4.9M | $127.12 |
As of 2025 Q4 — sorted by position size