A detailed history of Heritage Financial Services, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Heritage Financial Services, LLC holds 4,906 shares of AMZN stock, worth $840,839. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,906
Previous 5,232 6.23%
Holding current value
$840,839
Previous $943,000 0.53%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jul 23, 2024

SELL
$173.67 - $197.85 $56,616 - $64,499
-326 Reduced 6.23%
4,906 $948,000
Q1 2024

May 14, 2024

BUY
$144.57 - $180.38 $50,454 - $62,952
349 Added 7.15%
5,232 $943,000
Q4 2023

Feb 02, 2024

SELL
$119.57 - $154.07 $1,434 - $1,848
-12 Reduced 0.25%
4,883 $741,000
Q3 2023

Oct 19, 2023

BUY
$125.98 - $144.85 $33,888 - $38,964
269 Added 5.81%
4,895 $622,000
Q2 2023

Jul 31, 2023

BUY
$97.83 - $130.36 $24,261 - $32,329
248 Added 5.66%
4,626 $603,000
Q1 2023

May 10, 2023

SELL
$83.12 - $112.91 $13,465 - $18,291
-162 Reduced 3.57%
4,378 $452,000
Q4 2022

Jan 27, 2023

BUY
$81.82 - $121.09 $409 - $605
5 Added 0.11%
4,540 $0
Q3 2022

Nov 03, 2022

BUY
$109.22 - $144.78 $31,892 - $42,275
292 Added 6.88%
4,535 $512,000
Q2 2022

Jul 19, 2022

BUY
$102.31 - $168.35 $399,929 - $658,080
3,909 Added 1170.36%
4,243 $450,000
Q1 2022

Aug 30, 2022

BUY
$136.01 - $170.4 $4,624 - $5,793
34 Added 11.33%
334 $1.09 Million
Q4 2021

Aug 26, 2022

BUY
$159.49 - $184.8 $47,847 - $55,440
300 New
300 $1 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 $1.75T
  • 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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