Ownership history in Whelan Financial · 16 quarters on record
This page tracks every 13F SEC filing in which Whelan Financial 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 | 13,641 | +135 | +1.0% | 0.98% | $3.1M | $230.82 |
| 2025 Q3 | ADDED | 13,506 | +3,254 | +31.7% | 0.94% | $3.0M | $219.57 |
| 2025 Q2 | ADDED | 10,252 | +683 | +7.1% | 0.81% | $2.2M | $219.39 |
| 2025 Q1 | ADDED | 9,569 | +1,718 | +21.9% | 0.71% | $1.8M | $190.26 |
| 2024 Q4 | ADDED | 7,851 | +1,573 | +25.1% | 0.68% | $1.7M | $219.39 |
| 2024 Q3 | REDUCED | 6,278 | -269 | -4.1% | 0.48% | $1.2M | $186.33 |
| 2024 Q2 | ADDED | 6,547 | +267 | +4.3% | 0.57% | $1.3M | $193.25 |
| 2024 Q1 | ADDED | 6,280 | +1,382 | +28.2% | 0.52% | $1.1M | $180.38 |
| 2023 Q4 | ADDED | 4,898 | +85 | +1.8% | 0.35% | $744K | $151.94 |
| 2023 Q3 | ADDED | 4,813 | +537 | +12.6% | 0.32% | $612K | $127.12 |
As of 2025 Q4 — sorted by position size