Summit Wealth Group, LLC Amazon Com Inc Transaction History

Summit Wealth Group, LLC

$147 Million
Q1 2024

A detailed history of Summit Wealth Group, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Summit Wealth Group, LLC holds 5,517 shares of AMZN stock, worth $1.03 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

5,517

Previous 5,439 1.43%

Holding current value

$1.03 Million

Previous $826,000 20.46%

% of portfolio

0.68%

Previous 0.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$144.57 - $180.38 $11,276 - $14,069	78 Added 1.43%	5,517 $995,000
Q3 2023 Oct 31, 2023	BUY	$125.98 - $144.85 $685,205 - $787,839	5,439 New	5,439 $691,000
Q1 2023 May 10, 2023	BUY	$83.12 - $112.91 $46.2 Million - $62.8 Million	556,156 Added 9685.75%	561,898 $5,000
Q4 2022 Feb 08, 2023	BUY	$81.82 - $121.09 $93,274 - $138,042	1,140 Added 24.77%	5,742 $482,000
Q3 2022 Nov 09, 2022	SELL	$109.22 - $144.78 $34,950 - $46,329	-320 Reduced 6.5%	4,602 $520,000

Q2 2022 Aug 10, 2022	BUY	$102.31 - $168.35 $480,038 - $789,898	4,692 Added 2040.0%	4,922 $523,000
Q1 2022 May 04, 2022	SELL	$136.01 - $170.4 $544 - $681	-4 Reduced 1.71%	230 $750,000
Q4 2021 Feb 14, 2022	BUY	$159.49 - $184.8 $37,320 - $43,243	234 New	234 $780,000
Q1 2021 May 11, 2021	SELL	$147.6 - $169.0 $35,571 - $40,729	-241 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$150.22 - $172.18 $600 - $688	4 Added 1.69%	241 $785,000
Q3 2020 Nov 06, 2020	SELL	$143.93 - $176.57 $2,446 - $3,001	-17 Reduced 6.69%	237 $746,000
Q2 2020 Aug 06, 2020	BUY	$95.33 - $138.22 $3,336 - $4,837	35 Added 15.98%	254 $701,000
Q1 2020 May 12, 2020	BUY	$83.83 - $108.51 $4,862 - $6,293	58 Added 36.02%	219 $427,000
Q4 2019 Feb 10, 2020	BUY	$85.28 - $93.49 $13,730 - $15,051	161 New	161 $298,000

Others Institutions Holding AMZN

# of Institutions

5,278

Shares Held

6.03B

Call Options Held

142M

Put Options Held

135M

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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Summit Wealth Group, LLC Amazon Com Inc Transaction History