AMZN AMAZON COM INC

Ownership history in Wealth Dimensions Group, Ltd.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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
1.28% (2021 Q3)
Avg. % of fund
0.73%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,837 -1,221 -8.7% 0.59% $3.0M $230.82
2025 Q3 ADDED 14,058 +78 +0.6% 0.63% $3.1M $219.57
2025 Q2 REDUCED 13,980 -188 -1.3% 0.68% $3.1M $219.39
2025 Q1 ADDED 14,168 +118 +0.8% 0.64% $2.7M $190.26
2024 Q4 ADDED 14,050 +86 +0.6% 0.76% $3.1M $219.39
2024 Q3 ADDED 13,964 +2,623 +23.1% 0.66% $2.6M $186.33
2024 Q2 ADDED 11,341 +203 +1.8% 0.62% $2.2M $193.25
2024 Q1 REDUCED 11,138 -256 -2.2% 0.59% $2.0M $180.38
2023 Q4 ADDED 11,394 +141 +1.3% 0.55% $1.7M $151.94
2023 Q3 ADDED 11,253 +88 +0.8% 0.52% $1.4M $127.12
11 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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