AMZN Amazon.com Inc.

Ownership history in Winch Advisory Services, LLC  ·  47 quarters on record

This page tracks every 13F SEC filing in which Winch Advisory Services, 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.

Peak position
7.96% (2019 Q2)
Avg. % of fund
4.37%
First filed
2014 Q1
Last filed
2025 Q4
Quarters held
47
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,176 -1,000 -1.2% 4.14% $18.7M $230.82
2025 Q3 REDUCED 82,176 -264 -0.3% 4.06% $18.0M $219.57
2025 Q2 REDUCED 82,440 -1,351 -1.6% 4.42% $18.1M $219.39
2025 Q1 REDUCED 83,791 -2,451 -2.8% 4.21% $15.9M $190.26
2024 Q4 REDUCED 86,242 -1,526 -1.7% 4.92% $18.9M $219.39
2024 Q3 REDUCED 87,768 -807 -0.9% 4.52% $16.4M $186.33
2024 Q2 REDUCED 88,575 -684 -0.8% 4.90% $17.1M $193.25
2024 Q1 REDUCED 89,259 -1,458 -1.6% 4.92% $16.1M $180.38
2023 Q4 REDUCED 90,717 -1,310 -1.4% 4.57% $13.8M $151.94
2023 Q3 REDUCED 92,027 -2,054 -2.2% 4.29% $11.7M $127.12
37 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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