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 7,085 shares of AMZN stock, worth $1.44 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,085
Previous 7,145 0.84%
Holding current value
$1.44 Million
Previous $1.38 Million 4.35%
% of portfolio
0.26%
Previous 0.31%

Shares

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

Nov 13, 2024

SELL
$161.02 - $200.0 $9,661 - $12,000
-60 Reduced 0.84%
7,085 $1.32 Million
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

About AMAZON COM INC


  • Ticker AMZN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Internet Retail
  • Shares Outstandng 10,187,599,872
  • Market Cap $2.06T
  • 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
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.