Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 61 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in AMAZON COM IN 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 | 91,880 | +661 | +0.7% | 2.33% | $21.2M | $230.82 |
| 2025 Q3 | REDUCED | 91,219 | -2,154 | -2.3% | 2.27% | $20.0M | $219.57 |
| 2025 Q2 | REDUCED | 93,373 | -2,482 | -2.6% | 2.40% | $20.5M | $219.39 |
| 2025 Q1 | ADDED | 95,855 | +264 | +0.3% | 2.27% | $18.2M | $190.26 |
| 2024 Q4 | ADDED | 95,591 | +653 | +0.7% | 2.56% | $21.0M | $219.39 |
| 2024 Q3 | REDUCED | 94,938 | -4,866 | -4.9% | 2.16% | $17.7M | $186.33 |
| 2024 Q2 | REDUCED | 99,804 | -44,718 | -30.9% | 2.31% | $19.3M | $193.25 |
| 2024 Q1 | ADDED | 144,522 | +48,859 | +51.1% | 2.92% | $26.1M | $180.38 |
| 2023 Q4 | REDUCED | 95,663 | -4,057 | -4.1% | 2.07% | $14.5M | $151.94 |
| 2023 Q3 | ADDED | 99,720 | +8,034 | +8.8% | 1.93% | $12.7M | $127.12 |
As of 2025 Q4 — sorted by position size