A detailed history of Ep Wealth Advisors, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 1,033,223 shares of AMZN stock, worth $200 Million. This represents 2.21% of its overall portfolio holdings.

Number of Shares
1,033,223
Previous 989,445 4.42%
Holding current value
$200 Million
Previous $150 Million 23.97%
% of portfolio
2.21%
Previous 1.94%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$144.57 - $180.38 $6.33 Million - $7.9 Million
43,778 Added 4.42%
1,033,223 $186 Million
Q4 2023

Feb 28, 2024

BUY
$119.57 - $154.07 $1.55 Million - $2 Million
12,996 Added 1.33%
989,445 $150 Million
Q3 2023

Nov 22, 2023

BUY
$125.98 - $144.85 $21.5 Million - $24.7 Million
170,502 Added 21.16%
976,449 $124 Million
Q1 2023

Jun 05, 2023

BUY
$83.12 - $112.91 $11.5 Million - $15.7 Million
138,933 Added 20.83%
805,947 $83.2 Million
Q4 2022

Jun 12, 2023

SELL
$81.82 - $121.09 $8.61 Million - $12.7 Million
-105,210 Reduced 13.05%
700,737 $58.9 Million
Q3 2022

Dec 02, 2022

BUY
$109.22 - $144.78 $9.3 Million - $12.3 Million
85,152 Added 14.63%
667,014 $75.4 Million
Q2 2022

Aug 11, 2022

BUY
$102.31 - $168.35 $56.8 Million - $93.5 Million
555,210 Added 2083.18%
581,862 $61.8 Million
Q1 2022

May 20, 2022

BUY
$136.01 - $170.4 $193,270 - $242,138
1,421 Added 5.63%
26,652 $86.9 Million
Q4 2021

Feb 17, 2022

BUY
$159.49 - $184.8 $682,457 - $790,759
4,279 Added 20.42%
25,231 $84.1 Million
Q3 2021

Nov 23, 2021

BUY
$159.39 - $186.57 $233,665 - $273,511
1,466 Added 7.52%
20,952 $68.8 Million
Q2 2021

Aug 24, 2021

BUY
$157.6 - $175.27 $168,159 - $187,013
1,067 Added 5.79%
19,486 $67 Million
Q1 2021

May 17, 2021

BUY
$147.6 - $169.0 $279,702 - $320,255
1,895 Added 11.47%
18,419 $57 Million
Q4 2020

Feb 18, 2021

BUY
$150.22 - $172.18 $126,635 - $145,147
843 Added 5.38%
16,524 $53.8 Million
Q3 2020

Nov 17, 2020

SELL
$143.93 - $176.57 $8,491 - $10,417
-59 Reduced 0.37%
15,681 $49.4 Million
Q2 2020

Aug 14, 2020

SELL
$95.33 - $138.22 $3,813 - $5,528
-40 Reduced 0.25%
15,740 $43.4 Million
Q1 2020

May 18, 2020

BUY
$83.83 - $108.51 $124,152 - $160,703
1,481 Added 10.36%
15,780 $30.8 Million
Q4 2019

Feb 14, 2020

BUY
$85.28 - $93.49 $122,376 - $134,158
1,435 Added 11.16%
14,299 $26.4 Million
Q3 2019

Nov 18, 2019

BUY
$86.27 - $101.05 $1.11 Million - $1.3 Million
12,864 New
12,864 $22.3 Million
Q2 2019

Aug 27, 2019

SELL
$84.63 - $98.12 $1.05 Million - $1.21 Million
-12,377 Closed
0 $0
Q1 2019

May 20, 2019

BUY
$75.01 - $90.96 $36,004 - $43,660
480 Added 4.03%
12,377 $22 Million
Q4 2018

Feb 19, 2019

BUY
$67.2 - $100.22 $159,868 - $238,423
2,379 Added 24.99%
11,897 $17.9 Million
Q3 2018

Nov 15, 2018

BUY
$84.7 - $101.98 $34,811 - $41,913
411 Added 4.51%
9,518 $19.1 Million
Q2 2018

Aug 14, 2018

SELL
$68.6 - $87.5 $19,551 - $24,937
-285 Reduced 3.03%
9,107 $15.5 Million
Q1 2018

May 15, 2018

SELL
$59.45 - $79.92 $4,874 - $6,553
-82 Reduced 0.87%
9,392 $13.6 Million
Q4 2017

Feb 15, 2018

BUY
$47.85 - $59.79 $12,823 - $16,023
268 Added 2.91%
9,474 $11.1 Million
Q3 2017

Nov 15, 2017

BUY
$46.93 - $49.98 $18,302 - $19,492
390 Added 4.42%
9,206 $8.85 Million
Q2 2017

Aug 17, 2017

BUY
N/A
8,816
8,816 $8.53 Million

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 $1.97T
  • 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
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