Schwarz Dygos Wheeler Investment Advisors LLC Amazon Com Inc Transaction History

Schwarz Dygos Wheeler Investment Advisors LLC

$413 Million
Q1 2025

A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 18,905 shares of AMZN stock, worth $3.52 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

18,905

Previous 19,551 3.3%

Holding current value

$3.52 Million

Previous $4.29 Million 16.16%

% of portfolio

0.87%

Previous 1.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$190.26 - $242.06 $122,907 - $156,370	-646 Reduced 3.3%	18,905 $3.6 Million
Q4 2024 Feb 07, 2025	BUY	$180.88 - $232.93 $158,270 - $203,813	875 Added 4.69%	19,551 $4.29 Million
Q3 2024 Nov 08, 2024	BUY	$161.02 - $200.0 $223,495 - $277,600	1,388 Added 8.03%	18,676 $3.48 Million
Q2 2024 Aug 02, 2024	SELL	$173.67 - $197.85 $7,294 - $8,309	-42 Reduced 0.24%	17,288 $3.34 Million
Q1 2024 May 03, 2024	SELL	$144.57 - $180.38 $391,929 - $489,010	-2,711 Reduced 13.53%	17,330 $3.13 Million
Q4 2023 Feb 02, 2024	BUY	$119.57 - $154.07 $245,955 - $316,921	2,057 Added 11.44%	20,041 $3.05 Million
Q3 2023 Nov 03, 2023	BUY	$125.98 - $144.85 $48,376 - $55,622	384 Added 2.18%	17,984 $2.29 Million
Q2 2023 Aug 11, 2023	SELL	$97.83 - $130.36 $168,952 - $225,131	-1,727 Reduced 8.94%	17,600 $2.29 Million
Q1 2023 Apr 27, 2023	BUY	$83.12 - $112.91 $441,616 - $599,890	5,313 Added 37.91%	19,327 $2 Million
Q4 2022 Feb 08, 2023	SELL	$81.82 - $121.09 $132,221 - $195,681	-1,616 Reduced 10.34%	14,014 $1.18 Million
Q3 2022 Nov 04, 2022	BUY	$109.22 - $144.78 $38,336 - $50,817	351 Added 2.3%	15,630 $1.77 Million
Q2 2022 Aug 09, 2022	BUY	$102.31 - $168.35 $1.49 Million - $2.45 Million	14,569 Added 2051.97%	15,279 $1.62 Million
Q1 2022 May 11, 2022	BUY	$136.01 - $170.4 $272 - $340	2 Added 0.28%	710 $2.32 Million
Q4 2021 Feb 08, 2022	SELL	$159.49 - $184.8 $1,435 - $1,663	-9 Reduced 1.26%	708 $2.36 Million
Q3 2021 Oct 21, 2021	BUY	$159.39 - $186.57 $956 - $1,119	6 Added 0.84%	717 $2.36 Million
Q2 2021 Jul 28, 2021	SELL	$157.6 - $175.27 $315 - $350	-2 Reduced 0.28%	711 $2.45 Million
Q1 2021 May 07, 2021	BUY	$147.6 - $169.0 $590 - $676	4 Added 0.56%	713 $2.21 Million
Q4 2020 Feb 12, 2021	BUY	$150.22 - $172.18 $4,807 - $5,509	32 Added 4.73%	709 $2.31 Million
Q3 2020 Nov 03, 2020	SELL	$143.93 - $176.57 $1,583 - $1,942	-11 Reduced 1.6%	677 $2.13 Million
Q2 2020 Jul 15, 2020	SELL	$95.33 - $138.22 $3,145 - $4,561	-33 Reduced 4.58%	688 $2.14 Million
Q1 2020 Apr 14, 2020	BUY	$83.83 - $108.51 $2,263 - $2,929	27 Added 3.89%	721 $1.41 Million
Q4 2019 Jan 09, 2020	BUY	$85.28 - $93.49 $511 - $560	6 Added 0.87%	694 $1.28 Million
Q1 2019 Nov 15, 2019	SELL	$75.01 - $90.96 $7,501 - $9,096	-100 Reduced 12.69%	688 $1.23 Million
Q4 2018 Nov 15, 2019	BUY	$67.2 - $100.22 $52,953 - $78,973	788 New	788 $1.18 Million

Others Institutions Holding AMZN

# of Institutions

6,167

Shares Held

6.33B

Call Options Held

130M

Put Options Held

158M

View Full List

About AMAZON COM INC

Ticker AMZN
Exchange NASDAQ
Sector Consumer Cyclical
Industry Internet Retail
Shares Outstandng 10,187,599,872
Market Cap $1.9T
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...

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Schwarz Dygos Wheeler Investment Advisors LLC Amazon Com Inc Transaction History