Amazon shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Amazon (AMZN) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Amazon
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Quarterly reported holdings in Amazon by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 8.2k | 180.39 |
| 2023-09-30 | $1.0M | 8.0k | 127.13 |
| 2023-06-30 | $1.0M | 8.0k | 130.37 |
| 2023-03-31 | $842k | 8.2k | 103.28 |
| 2022-12-31 | $702k | 8.4k | 84.00 |
| 2022-09-30 | $920k | 8.1k | 112.95 |
| 2022-06-30 | $853k | 8.0k | 106.25 |
| 2022-03-31 | $1.2M | 356 | 3255.62 |
| 2021-12-31 | $979k | 294 | 3329.93 |
| 2021-09-30 | $984k | 300 | 3280.00 |
| 2021-06-30 | $1.0M | 303 | 3435.64 |
| 2021-03-31 | $943k | 305 | 3091.80 |
| 2020-12-31 | $944k | 290 | 3255.17 |
| 2020-09-30 | $909k | 289 | 3145.33 |
| 2020-06-30 | $802k | 291 | 2756.01 |
| 2020-03-31 | $633k | 325 | 1947.69 |
| 2019-12-31 | $594k | 322 | 1844.72 |
| 2019-09-30 | $558k | 322 | 1732.92 |
| 2019-06-30 | $615k | 325 | 1892.31 |
| 2019-03-31 | $575k | 323 | 1780.19 |
| 2018-12-31 | $549k | 365 | 1504.11 |
| 2018-09-30 | $676k | 338 | 2000.00 |
| 2018-06-30 | $487k | 287 | 1696.86 |
| 2018-03-31 | $406k | 281 | 1444.84 |
| 2017-12-31 | $405k | 347 | 1167.15 |
| 2017-09-30 | $282k | 293 | 962.46 |
| 2017-06-30 | $280k | 289 | 968.86 |
| 2017-03-31 | $260k | 293 | 887.37 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies