Summit Financial Wealth Advisors, LLC Amazon Com Inc Transaction History

Summit Financial Wealth Advisors, LLC

$440 Million
Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 7,145 shares of AMZN stock, worth $1.48 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,145

Previous 7,048 1.38%

Holding current value

$1.48 Million

Previous $1.27 Million 8.58%

% of portfolio

0.31%

Previous 0.29%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$173.67 - $197.85 $16,845 - $19,191	97 Added 1.38%	7,145 $1.38 Million
Q1 2024 May 02, 2024	BUY	$144.57 - $180.38 $9,686 - $12,085	67 Added 0.96%	7,048 $1.27 Million
Q3 2023 Nov 13, 2023	BUY	$125.98 - $144.85 $91,839 - $105,595	729 Added 11.66%	6,981 $887,000
Q2 2023 Jul 12, 2023	BUY	$97.83 - $130.36 $16,631 - $22,161	170 Added 2.8%	6,252 $815,000
Q1 2023 Apr 10, 2023	SELL	$83.12 - $112.91 $57,352 - $77,907	-690 Reduced 10.19%	6,082 $628,000
Q4 2022 Jan 17, 2023	BUY	$81.82 - $121.09 $19,636 - $29,061	240 Added 3.67%	6,772 $0
Q3 2022 Oct 28, 2022	SELL	$109.22 - $144.78 $8,191 - $10,858	-75 Reduced 1.14%	6,532 $725,000
Q2 2022 Jul 26, 2022	BUY	$102.31 - $168.35 $643,325 - $1.06 Million	6,288 Added 1971.16%	6,607 $800,000
Q1 2022 May 06, 2022	SELL	$136.01 - $170.4 $5,168 - $6,475	-38 Reduced 10.64%	319 $1.04 Million
Q4 2021 Jan 12, 2022	BUY	$159.49 - $184.8 $1,594 - $1,848	10 Added 2.88%	357 $1.2 Million
Q3 2021 Nov 05, 2021	BUY	$159.39 - $186.57 $318 - $373	2 Added 0.58%	347 $1.14 Million
Q2 2021 Aug 09, 2021	SELL	$157.6 - $175.27 $3,624 - $4,031	-23 Reduced 6.25%	345 $1.19 Million
Q1 2021 Apr 23, 2021	SELL	$147.6 - $169.0 $442 - $507	-3 Reduced 0.81%	368 $1.2 Million
Q4 2020 Jan 11, 2021	SELL	$150.22 - $172.18 $1,952 - $2,238	-13 Reduced 3.39%	371 $1.17 Million
Q3 2020 Nov 09, 2020	SELL	$143.93 - $176.57 $287 - $353	-2 Reduced 0.52%	384 $1.15 Million
Q2 2020 Jul 16, 2020	SELL	$95.33 - $138.22 $381 - $552	-4 Reduced 1.03%	386 $1.19 Million
Q1 2020 Apr 29, 2020	BUY	$83.83 - $108.51 $251 - $325	3 Added 0.78%	390 $779,000
Q4 2019 Jan 28, 2020	BUY	$85.28 - $93.49 $682 - $747	8 Added 2.11%	387 $708,000
Q3 2019 Nov 05, 2019	BUY	$86.27 - $101.05 $2,156 - $2,526	25 Added 7.06%	379 $656,000
Q2 2019 Jul 16, 2019	SELL	$84.63 - $98.12 $3,977 - $4,611	-47 Reduced 11.72%	354 $670,000
Q1 2019 May 01, 2019	BUY	$75.01 - $90.96 $1,575 - $1,910	21 Added 5.53%	401 $730,000
Q4 2018 Feb 01, 2019	BUY	$67.2 - $100.22 $25,536 - $38,083	380 New	380 $571,000
Q3 2018 Oct 22, 2018	SELL	$84.7 - $101.98 $28,374 - $34,163	-335 Closed	0 $0
Q2 2018 Jul 06, 2018	SELL	$68.6 - $87.5 $686 - $875	-10 Reduced 2.9%	335 $485,000
Q1 2018 Apr 09, 2018	BUY	$59.45 - $79.92 $20,510 - $27,572	345 New	345 $499,000
Q1 2018 Apr 06, 2018	SELL	$59.45 - $79.92 $10,641 - $14,305	-179 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$47.85 - $59.79 $8,565 - $10,702	179	179 $209,000

Others Institutions Holding AMZN

# of Institutions

5,442

Shares Held

6.24B

Call Options Held

124M

Put Options Held

131M

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 $2.11T
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 Wealth Advisors, LLC Amazon Com Inc Transaction History