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Total Wealth Planning & Management, Inc. → AMZN

Total Wealth Planning & Management, Inc. AMZN Position History

Amazon.com, Inc. • Retail Trade

Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1M
Q4 2025$3.3M
Q1 2026$1.3M
Q1 2026$2.6M
Q2 2026$1.4M
Q2 2026$3.2M
Q3 2026$1.5M
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M13.6K——
Q3 2026$1.5M28.8K——
Q2 2026$3.2M13.5K——
Q2 2026$1.4M26.8K——
Q1 2026$2.6M12.6K——
Q1 2026$1.3M25.3K——
Q4 2025$3.3M14.4K——
Q4 2025$1M22.2K——

Other funds holding AMZN

Other Total Wealth Planning & Management, Inc. positions

AAPL

APPLE INC

$4.7M
MU

MICRON TECHNOLOGY INC

$4.5M
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APPLE INC

$4.4M
CQP

CHENIERE ENERGY INC

$4.3M
AAPL

APPLE INC

$4.3M
AAPL

APPLE INC

$3.8M
EXE

EXPAND ENERGY CORPORATION

$3.8M
MSFT

MICROSOFT CORP

$3.7M