Amazon shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Amazon
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Quarterly reported holdings in Amazon by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 12k | 180.38 |
| 2023-12-31 | $2.0M | 13k | 151.94 |
| 2023-09-30 | $1.8M | 14k | 127.12 |
| 2023-06-30 | $1.5M | 12k | 130.36 |
| 2023-03-31 | $1.3M | 13k | 103.29 |
| 2022-12-31 | $988k | 12k | 84.00 |
| 2022-09-30 | $1.4M | 13k | 113.01 |
| 2022-06-30 | $1.4M | 13k | 106.24 |
| 2022-03-31 | $2.2M | 665 | 3260.15 |
| 2021-12-31 | $2.2M | 659 | 3333.84 |
| 2021-09-30 | $2.2M | 680 | 3285.29 |
| 2021-06-30 | $2.4M | 705 | 3439.72 |
| 2021-03-31 | $2.1M | 673 | 3093.61 |
| 2020-12-31 | $2.3M | 698 | 3256.45 |
| 2020-09-30 | $2.1M | 667 | 3148.43 |
| 2020-06-30 | $1.9M | 673 | 2759.29 |
| 2020-03-31 | $1.3M | 690 | 1949.28 |
| 2019-12-31 | $1.3M | 691 | 1848.05 |
| 2019-09-30 | $351k | 202 | 1737.62 |
| 2019-06-30 | $401k | 212 | 1891.51 |
| 2019-03-31 | $324k | 182 | 1780.22 |
| 2018-12-31 | $228k | 152 | 1500.00 |
| 2018-09-30 | $335k | 167 | 2005.99 |
More positions owned by Concentric Wealth Management
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