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Capital Advisors Wealth Management, LLC → AMZN

Capital Advisors Wealth Management, LLC AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
8
Latest value
$12.9M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$10.8M
Q4 2025$11.4M
Q1 2026$2.8M
Q1 2026$10.6M
Q2 2026$5M
Q2 2026$12.3M
Q3 2026$6M
Q3 2026$12.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$12.9M52.0K——
Q3 2026$6M115.1K——
Q2 2026$12.3M51.6K——
Q2 2026$5M95.5K——
Q1 2026$10.6M51.0K——
Q1 2026$2.8M53.9K——
Q4 2025$11.4M49.4K——
Q3 2025$10.8M49.2K——

Other funds holding AMZN

Other Capital Advisors Wealth Management, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$59.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.5M
ETHA

ISHARES TR

$53.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$51.5M
ETHA

ISHARES TR

$49.6M
BX

VANGUARD SPECIALIZED FUNDS

$49.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$48.5M
BX

VANGUARD SPECIALIZED FUNDS

$45.9M