Ownership history in XML Financial, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which XML Financial, 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 | REDUCED | 54,693 | -1,436 | -2.6% | 1.03% | $12.6M | $230.82 |
| 2025 Q3 | ADDED | 56,129 | +55,929 | +27964.5% | 1.00% | $12.3M | $219.57 |
| 2025 Q2 | REDUCED | 200 | -56,182 | -99.6% | 0.00% | $44K | $219.39 |
| 2025 Q2 | ADDED | 56,382 | +1,394 | +2.5% | 1.07% | $12.4M | $219.39 |
| 2025 Q1 | ADDED | 54,988 | +1,369 | +2.6% | 0.98% | $10.5M | $190.26 |
| 2024 Q4 | ADDED | 53,619 | +705 | +1.3% | 1.08% | $11.8M | $219.39 |
| 2024 Q3 | ADDED | 52,914 | +373 | +0.7% | 0.92% | $9.9M | $186.33 |
| 2024 Q2 | ADDED | 52,541 | +1,548 | +3.0% | 1.02% | $10.2M | $193.25 |
| 2024 Q1 | ADDED | 50,993 | +1,118 | +2.2% | 0.94% | $9.2M | $180.38 |
| 2023 Q4 | ADDED | 49,875 | +4,484 | +9.9% | 0.80% | $7.6M | $151.94 |
As of 2025 Q4 — sorted by position size