AMZN AMAZON COM INC

Ownership history in Peterson Wealth Services  ·  17 quarters on record

This page tracks every 13F SEC filing in which Peterson Wealth Services 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
5.21% (2023 Q3)
Avg. % of fund
3.11%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,161 +57,544 +3558.7% 3.49% $13.7M $230.82
2025 Q3 REDUCED 1,617 -57,801 -97.3% 3.22% $13.0M $219.57
2025 Q2 ADDED 59,418 +634 +1.1% 3.57% $13.0M $219.39
2025 Q1 ADDED 58,784 +2,055 +3.6% 3.46% $11.2M $190.26
2024 Q4 REDUCED 56,729 -87 -0.2% 3.74% $12.4M $219.39
2024 Q3 ADDED 56,816 +1,173 +2.1% 3.38% $10.6M $186.33
2024 Q2 ADDED 55,643 +281 +0.5% 3.76% $10.8M $193.25
2024 Q1 ADDED 55,362 +254 +0.5% 3.64% $10.0M $180.38
2023 Q4 ADDED 55,108 +343 +0.6% 3.59% $8.4M $151.94
2023 Q3 ADDED 54,765 +1,468 +2.8% 5.21% $7.0M $127.12
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMZN price (monthly, adj. close)
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