A detailed history of Dougherty Wealth Advisers LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 2,255 shares of AMZN stock, worth $468,724. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,255
Previous 2,255 -0.0%
Holding current value
$468,724
Previous $435,000 3.45%
% of portfolio
0.33%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 11, 2024

BUY
$173.67 - $197.85 $16,498 - $18,795
95 Added 4.4%
2,255 $435,000
Q1 2024

Apr 26, 2024

SELL
$144.57 - $180.38 $40,479 - $50,506
-280 Reduced 11.48%
2,160 $389,000
Q1 2023

Apr 14, 2023

SELL
$83.12 - $112.91 $8,312 - $11,291
-100 Reduced 3.94%
2,440 $252,000
Q2 2022

Jul 19, 2022

BUY
$102.31 - $168.35 $246,874 - $406,228
2,413 Added 1900.0%
2,540 $270,000
Q3 2019

Nov 12, 2019

SELL
$86.27 - $101.05 $690 - $808
-8 Reduced 5.93%
127 $220,000
Q4 2018

Feb 11, 2019

BUY
$67.2 - $100.22 $9,072 - $13,529
135 New
135 $218,000

Others Institutions Holding AMZN

About AMAZON COM INC


  • Ticker AMZN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Internet Retail
  • Shares Outstandng 10,187,599,872
  • Market Cap $2.12T
  • Description
  • Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It sells merchandise and content purchased for resale from third-party sellers through physical and online stores. The c...
More about AMZN
Track This Portfolio

Track Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.