Ownership history in PERSONAL CFO SOLUTIONS, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 64,868 | +4,406 | +7.3% | 2.38% | $15.0M | $230.82 |
| 2025 Q3 | ADDED | 60,462 | +677 | +1.1% | 2.33% | $13.3M | $219.57 |
| 2025 Q2 | REDUCED | 59,785 | -5,099 | -7.9% | 2.43% | $13.1M | $219.39 |
| 2025 Q1 | REDUCED | 64,884 | -2,481 | -3.7% | 2.51% | $12.3M | $190.26 |
| 2024 Q4 | REDUCED | 67,365 | -3,863 | -5.4% | 2.91% | $14.8M | $219.39 |
| 2024 Q3 | REDUCED | 71,228 | -1,039 | -1.4% | 1.85% | $13.3M | $186.33 |
| 2024 Q2 | REDUCED | 72,267 | -232 | -0.3% | 2.15% | $14.0M | $193.25 |
| 2024 Q1 | ADDED | 72,499 | +1,695 | +2.4% | 2.04% | $13.1M | $180.38 |
| 2023 Q4 | ADDED | 70,804 | +60 | +0.1% | 1.86% | $10.8M | $151.94 |
| 2023 Q3 | REDUCED | 70,744 | -1,718 | -2.4% | 1.78% | $9.0M | $127.12 |
As of 2025 Q4 — sorted by position size