Summit Wealth & Retirement Planning, Inc. Amazon Com Inc Transaction History

Summit Wealth & Retirement Planning, Inc.

$281 Million
Q2 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Amazon Com Inc stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,944 shares of AMZN stock, worth $549,085. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,944

Previous 2,944 -0.0%

Holding current value

$549,085

Previous $531,000 6.97%

% of portfolio

0.2%

Previous 0.2%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$144.57 - $180.38 $65,779 - $82,072	455 Added 18.28%	2,944 $531,000
Q4 2023 Feb 01, 2024	SELL	$119.57 - $154.07 $8,489 - $10,938	-71 Reduced 2.77%	2,489 $378,000
Q2 2023 Jul 26, 2023	SELL	$97.83 - $130.36 $290,555 - $387,169	-2,970 Reduced 53.71%	2,560 $333,000
Q1 2023 May 11, 2023	SELL	$83.12 - $112.91 $179,539 - $243,885	-2,160 Reduced 28.09%	5,530 $571,000
Q4 2022 Feb 09, 2023	SELL	$81.82 - $121.09 $63,410 - $93,844	-775 Reduced 9.16%	7,690 $646,000
Q3 2022 Nov 10, 2022	BUY	$109.22 - $144.78 $1,092 - $1,447	10 Added 0.12%	8,465 $957,000
Q2 2022 Aug 02, 2022	BUY	$102.31 - $168.35 $821,958 - $1.35 Million	8,034 Added 1908.31%	8,455 $898,000
Q1 2022 May 12, 2022	SELL	$136.01 - $170.4 $1,768 - $2,215	-13 Reduced 3.0%	421 $1.37 Million
Q4 2021 Feb 03, 2022	SELL	$159.49 - $184.8 $3,508 - $4,065	-22 Reduced 4.82%	434 $1.45 Million
Q3 2021 Nov 12, 2021	SELL	$159.39 - $186.57 $8,128 - $9,515	-51 Reduced 10.06%	456 $1.5 Million
Q2 2021 Aug 13, 2021	SELL	$157.6 - $175.27 $5,988 - $6,660	-38 Reduced 6.97%	507 $1.74 Million
Q1 2021 May 10, 2021	BUY	$147.6 - $169.0 $29,372 - $33,631	199 Added 57.51%	545 $1.69 Million
Q4 2020 Feb 09, 2021	BUY	$150.22 - $172.18 $450 - $516	3 Added 0.87%	346 $1.13 Million
Q3 2020 Nov 10, 2020	SELL	$143.93 - $176.57 $863 - $1,059	-6 Reduced 1.72%	343 $1.08 Million
Q2 2020 Aug 13, 2020	SELL	$95.33 - $138.22 $20,114 - $29,164	-211 Reduced 37.68%	349 $963,000
Q1 2020 May 11, 2020	BUY	$83.83 - $108.51 $4,359 - $5,642	52 Added 10.24%	560 $1.09 Million
Q4 2019 Feb 10, 2020	SELL	$85.28 - $93.49 $852 - $934	-10 Reduced 1.93%	508 $939,000
Q3 2019 Nov 12, 2019	BUY	$86.27 - $101.05 $862 - $1,010	10 Added 1.97%	518 $899,000
Q2 2019 Aug 06, 2019	SELL	$84.63 - $98.12 $17,941 - $20,801	-212 Reduced 29.44%	508 $962,000
Q1 2019 May 08, 2019	BUY	$75.01 - $90.96 $54,007 - $65,491	720 New	720 $1.28 Million

Others Institutions Holding AMZN

# of Institutions

5,400

Shares Held

6.19B

Call Options Held

125M

Put Options Held

132M

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 & Retirement Planning, Inc. Amazon Com Inc Transaction History