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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

AMZN holding history

Amazon Com Inc in every 13F filed by Source Financial Advisors 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)
12,391
Value
$2.31M
% of portfolio
0.7%
Quarters held
15
Since Q1 2021
Holdings of AMZN by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202412,391$2.31M0.7%+43+0.3%AddedHolders
Q2 202412,348$2.39M0.7%+24+0.2%AddedHolders
Q1 202412,324$2.22M0.7%−1,206−8.9%ReducedHolders
Q4 202313,530$2.06M0.6%−35−0.3%ReducedHolders
Q3 202313,565$1.72M0.6%+100+0.7%AddedHolders
Q2 202313,465$1.76M0.6%+824+6.5%AddedHolders
Q1 202312,641$1.31M0.4%−1,456−10.3%ReducedHolders
Q4 202214,097$1.18M0.4%−221−1.5%ReducedHolders
Q3 202214,318$1.62M0.6%+3,242+29.3%AddedHolders
Q2 202211,076$1.18M0.5%+3,116+39.1%AddedConverted for a 20-for-1 splitHolders
Q1 2022398$1.30M0.4%−10−2.5%ReducedHolders
Q4 2021408$1.36M0.4%+9+2.3%AddedHolders
Q3 2021399$1.31M0.3%−1−0.3%ReducedHolders
Q2 2021400$1.38M0.4%+23+6.1%AddedHolders
Q1 2021377$1.17M0.3%––Holders

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