Ownership history in WealthPLAN Partners, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, 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 | 63,098 | +2,429 | +4.0% | 2.18% | $14.6M | $230.82 |
| 2025 Q3 | ADDED | 60,669 | +235 | +0.4% | 2.00% | $13.3M | $219.57 |
| 2025 Q2 | REDUCED | 60,434 | -4,622 | -7.1% | 2.13% | $13.3M | $219.39 |
| 2025 Q1 | ADDED | 65,056 | +726 | +1.1% | 1.74% | $12.4M | $190.26 |
| 2024 Q4 | REDUCED | 64,330 | -4,258 | -6.2% | 2.00% | $14.1M | $219.39 |
| 2024 Q3 | REDUCED | 68,588 | -12,882 | -15.8% | 1.72% | $12.8M | $186.33 |
| 2024 Q2 | ADDED | 81,470 | +749 | +0.9% | 1.69% | $15.7M | $193.25 |
| 2024 Q1 | ADDED | 80,721 | +3,248 | +4.2% | 1.51% | $14.6M | $180.38 |
| 2023 Q4 | ADDED | 77,473 | +1,098 | +1.4% | 1.21% | $11.8M | $151.94 |
| 2023 Q3 | ADDED | 76,375 | +19,226 | +33.6% | 1.13% | $9.7M | $127.12 |
As of 2025 Q4 — sorted by position size