Ownership history in Summit Financial, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in AMAZON COM INC COM (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 | REDUCED | 354,731 | -6,676 | -1.8% | 1.20% | $81.9M | $230.82 |
| 2025 Q3 | ADDED | 361,407 | +52,962 | +17.2% | 1.21% | $79.4M | $219.57 |
| 2025 Q2 | ADDED | 308,445 | +9,886 | +3.3% | 1.53% | $67.7M | $219.39 |
| 2025 Q1 | ADDED | 298,559 | +74,622 | +33.3% | 1.59% | $56.8M | $190.26 |
| 2024 Q4 | ADDED | 223,937 | +5,245 | +2.4% | 1.72% | $49.1M | $219.39 |
| 2024 Q3 | ADDED | 218,692 | +3,735 | +1.7% | 1.60% | $40.7M | $186.33 |
| 2024 Q2 | ADDED | 214,957 | +50,014 | +30.3% | 1.90% | $41.5M | $193.25 |
| 2024 Q1 | ADDED | 164,943 | +1,610 | +1.0% | 1.76% | $29.8M | $180.38 |
| 2023 Q4 | ADDED | 163,333 | +12,183 | +8.1% | 1.62% | $24.8M | $151.94 |
| 2023 Q3 | ADDED | 151,150 | +7,986 | +5.6% | 1.42% | $19.2M | $127.12 |
As of 2025 Q4 — sorted by position size