Summit Financial Strategies, Inc. Amazon Com Inc Transaction History

Summit Financial Strategies, Inc.

$821 Million
Q3 2024

A detailed history of Summit Financial Strategies, Inc. transactions in Amazon Com Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,821 shares of AMZN stock, worth $2.02 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

8,821

Previous 7,743 13.92%

Holding current value

$2.02 Million

Previous $1.5 Million 9.83%

% of portfolio

0.2%

Previous 0.2%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$161.02 - $200.0 $173,579 - $215,600	1,078 Added 13.92%	8,821 $1.64 Million
Q2 2024 Jul 19, 2024	SELL	$173.67 - $197.85 $74,678 - $85,075	-430 Reduced 5.26%	7,743 $1.5 Million
Q1 2024 May 09, 2024	BUY	$144.57 - $180.38 $39,323 - $49,063	272 Added 3.44%	8,173 $1.47 Million
Q4 2023 Feb 13, 2024	SELL	$119.57 - $154.07 $15,424 - $19,875	-129 Reduced 1.61%	7,901 $1.2 Million
Q2 2023 Jul 21, 2023	SELL	$97.83 - $130.36 $12,033 - $16,034	-123 Reduced 1.51%	8,030 $1.05 Million
Q1 2023 Apr 21, 2023	SELL	$83.12 - $112.91 $16,790 - $22,807	-202 Reduced 2.42%	8,153 $842,000
Q4 2022 Jan 20, 2023	BUY	$81.82 - $121.09 $17,182 - $25,428	210 Added 2.58%	8,355 $0
Q3 2022 Oct 21, 2022	BUY	$109.22 - $144.78 $12,778 - $16,939	117 Added 1.46%	8,145 $920,000
Q2 2022 Jul 25, 2022	BUY	$102.31 - $168.35 $784,922 - $1.29 Million	7,672 Added 2155.06%	8,028 $853,000
Q1 2022 May 04, 2022	BUY	$136.01 - $170.4 $8,432 - $10,564	62 Added 21.09%	356 $1.16 Million
Q4 2021 Feb 03, 2022	SELL	$159.49 - $184.8 $956 - $1,108	-6 Reduced 2.0%	294 $979,000
Q3 2021 Nov 10, 2021	SELL	$159.39 - $186.57 $478 - $559	-3 Reduced 0.99%	300 $984,000
Q2 2021 Aug 11, 2021	SELL	$157.6 - $175.27 $315 - $350	-2 Reduced 0.66%	303 $1.04 Million
Q1 2021 May 11, 2021	BUY	$147.6 - $169.0 $2,214 - $2,535	15 Added 5.17%	305 $943,000
Q4 2020 Feb 05, 2021	BUY	$150.22 - $172.18 $150 - $172	1 Added 0.35%	290 $944,000
Q3 2020 Nov 16, 2020	SELL	$143.93 - $176.57 $287 - $353	-2 Reduced 0.69%	289 $909,000
Q2 2020 Jul 31, 2020	SELL	$95.33 - $138.22 $3,241 - $4,699	-34 Reduced 10.46%	291 $802,000
Q1 2020 May 11, 2020	BUY	$83.83 - $108.51 $251 - $325	3 Added 0.93%	325 $633,000
Q3 2019 Nov 14, 2019	SELL	$86.27 - $101.05 $258 - $303	-3 Reduced 0.92%	322 $558,000
Q2 2019 Aug 08, 2019	BUY	$84.63 - $98.12 $169 - $196	2 Added 0.62%	325 $615,000
Q1 2019 May 14, 2019	SELL	$75.01 - $90.96 $3,150 - $3,820	-42 Reduced 11.51%	323 $575,000
Q4 2018 Feb 06, 2019	BUY	$67.2 - $100.22 $1,814 - $2,705	27 Added 7.99%	365 $549,000
Q3 2018 Nov 09, 2018	BUY	$84.7 - $101.98 $4,319 - $5,200	51 Added 17.77%	338 $676,000
Q2 2018 Aug 06, 2018	BUY	$68.6 - $87.5 $411 - $525	6 Added 2.14%	287 $487,000
Q1 2018 May 14, 2018	SELL	$59.45 - $79.92 $3,923 - $5,274	-66 Reduced 19.02%	281 $406,000
Q4 2017 Jan 29, 2018	BUY	$47.85 - $59.79 $2,583 - $3,228	54 Added 18.43%	347 $405,000
Q3 2017 Nov 09, 2017	BUY	$46.93 - $49.98 $13,750 - $14,644	293	293 $282,000

Others Institutions Holding AMZN

# of Institutions

5,468

Shares Held

6.06B

Call Options Held

113M

Put Options Held

140M

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 $2.33T
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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Summit Financial Strategies, Inc. Amazon Com Inc Transaction History