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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

AMZN holding history

Amazon Com Inc in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AMZN overviewAll 13F holders of AMZNFull Q2 2023 holdings

Shares (Q2 2023)
41,620
Value
$5.43M
% of portfolio
0.5%
Quarters held
10
Since Q1 2021
Holdings of AMZN by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202341,620$5.43M0.5%−871−2.0%ReducedHolders
Q1 202342,491$4.39M0.5%+1,196+2.9%AddedHolders
Q4 202241,295$3.47M0.4%+854+2.1%AddedHolders
Q3 202240,441$4.57M0.5%+1,324+3.4%AddedHolders
Q2 202239,117$4.16M0.5%+2,377+6.5%AddedConverted for a 20-for-1 splitHolders
Q1 20221,837$5.99M0.6%+184+11.1%AddedHolders
Q4 20211,653$5.51M0.6%−29−1.7%ReducedHolders
Q3 20211,682$5.53M0.6%+113+7.2%AddedHolders
Q2 20211,569$5.40M0.6%+3+0.2%AddedHolders
Q1 20211,566$4.84M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.