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9258 Wealth Management, LLC

SEC CIK
0001766506
Latest filing
Nov 12, 2024

AMZN holding history

Amazon Com Inc in every 13F filed by 9258 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 Q3 2024 holdings

Shares (Q3 2024)
31,578
Value
$5.88M
% of portfolio
0.9%
Quarters held
15
Since Q1 2021
Holdings of AMZN by 9258 Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202431,578$5.88M0.9%+3,539+12.6%AddedHolders
Q2 202428,039$5.42M0.8%+564+2.1%AddedHolders
Q1 202427,475$4.96M0.8%−1,311−4.6%ReducedHolders
Q4 202328,786$4.37M0.8%+394+1.4%AddedHolders
Q3 202328,392$3.61M0.7%−253−0.9%ReducedHolders
Q2 202328,645$3.73M0.7%+759+2.7%AddedHolders
Q1 202327,886$2.88M0.6%+801+3.0%AddedHolders
Q4 202227,085$2.28M0.5%−2,279−7.8%ReducedHolders
Q3 202229,364$3.32M0.8%−2,060−6.6%ReducedHolders
Q2 202231,424$3.34M0.9%+1,084+3.6%AddedConverted for a 20-for-1 splitHolders
Q1 20221,517$4.95M1.1%−13−0.8%ReducedHolders
Q4 20211,530$5.10M1.2%+107+7.5%AddedHolders
Q3 20211,423$4.67M1.2%00.0%UnchangedHolders
Q2 20211,423$4.89M1.3%−16−1.1%ReducedHolders
Q1 20211,439$4.45M1.3%––Holders

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