A detailed history of Institute For Wealth Management, Llc. transactions in Amazon Com Inc stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 91,744 shares of AMZN stock, worth $20.5 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
91,744
Previous 90,902 0.93%
Holding current value
$20.5 Million
Previous $17.6 Million 2.69%
% of portfolio
2.19%
Previous 2.38%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$161.02 - $200.0 $135,578 - $168,400
842 Added 0.93%
91,744 $17.1 Million
Q2 2024

Jul 25, 2024

BUY
$173.67 - $197.85 $289,855 - $330,211
1,669 Added 1.87%
90,902 $17.6 Million
Q1 2024

Apr 30, 2024

BUY
$144.57 - $180.38 $49,876 - $62,231
345 Added 0.39%
89,233 $16.1 Million
Q4 2023

Jan 31, 2024

BUY
$119.57 - $154.07 $13,511 - $17,409
113 Added 0.13%
88,888 $13.5 Million
Q3 2023

Oct 13, 2023

SELL
$125.98 - $144.85 $107,460 - $123,557
-853 Reduced 0.95%
88,775 $11.3 Million
Q2 2023

Jul 25, 2023

SELL
$97.83 - $130.36 $113,678 - $151,478
-1,162 Reduced 1.28%
89,628 $11.7 Million
Q1 2023

Apr 20, 2023

BUY
$83.12 - $112.91 $605,529 - $822,549
7,285 Added 8.72%
90,790 $9.38 Million
Q4 2022

Feb 02, 2023

SELL
$81.82 - $121.09 $98,511 - $145,792
-1,204 Reduced 1.42%
83,505 $7.01 Million
Q3 2022

Oct 18, 2022

BUY
$109.22 - $144.78 $83,007 - $110,032
760 Added 0.91%
84,709 $9.57 Million
Q2 2022

Jul 25, 2022

BUY
$102.31 - $168.35 $8.17 Million - $13.4 Million
79,869 Added 1957.57%
83,949 $8.92 Million
Q1 2022

Apr 29, 2022

BUY
$136.01 - $170.4 $22,441 - $28,116
165 Added 4.21%
4,080 $13.3 Million
Q4 2021

Jan 21, 2022

BUY
$159.49 - $184.8 $5,741 - $6,652
36 Added 0.93%
3,915 $13.1 Million
Q3 2021

Nov 15, 2021

BUY
$159.39 - $186.57 $31,559 - $36,940
198 Added 5.38%
3,879 $12.7 Million
Q2 2021

Jul 21, 2021

BUY
$157.6 - $175.27 $35,460 - $39,435
225 Added 6.51%
3,681 $12.7 Million
Q1 2021

May 04, 2021

BUY
$147.6 - $169.0 $19,926 - $22,815
135 Added 4.07%
3,456 $10.7 Million
Q4 2020

Feb 01, 2021

BUY
$150.22 - $172.18 $600 - $688
4 Added 0.12%
3,321 $10.8 Million
Q3 2020

Nov 03, 2020

SELL
$143.93 - $176.57 $21,301 - $26,132
-148 Reduced 4.27%
3,317 $10.4 Million
Q2 2020

Jul 30, 2020

BUY
$95.33 - $138.22 $7,531 - $10,919
79 Added 2.33%
3,465 $9.56 Million
Q1 2020

Apr 29, 2020

SELL
$83.83 - $108.51 $21,963 - $28,429
-262 Reduced 7.18%
3,386 $6.6 Million
Q4 2019

Feb 27, 2020

SELL
$85.28 - $93.49 $263,685 - $289,071
-3,092 Reduced 45.88%
3,648 $6.74 Million
Q4 2019

Jan 27, 2020

BUY
$85.28 - $93.49 $263,174 - $288,510
3,086 Added 84.46%
6,740 $6.74 Million
Q3 2019

Oct 28, 2019

SELL
$86.27 - $101.05 $40,115 - $46,988
-465 Reduced 11.29%
3,654 $6.34 Million
Q2 2019

Aug 02, 2019

SELL
$84.63 - $98.12 $44,261 - $51,316
-523 Reduced 11.27%
4,119 $7.8 Million
Q1 2019

May 15, 2019

SELL
$75.01 - $90.96 $1,125 - $1,364
-15 Reduced 0.32%
4,642 $8.27 Million
Q4 2018

Feb 08, 2019

BUY
$67.2 - $100.22 $312,950 - $466,724
4,657 New
4,657 $7 Million
Q1 2018

May 15, 2018

SELL
$59.45 - $79.92 $290,056 - $389,929
-4,879 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$47.85 - $59.79 $233,460 - $291,715
4,879 New
4,879 $5.72 Million
Q3 2017

Nov 14, 2017

SELL
$46.93 - $49.98 $258,818 - $275,639
-5,515 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
5,515
5,515 $5.35 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 $2.28T
  • 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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