Total Wealth Planning, LLC Amazon Com Inc Transaction History

Total Wealth Planning, LLC

$611 Million
Q1 2025

A detailed history of Total Wealth Planning, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Total Wealth Planning, LLC holds 1,503 shares of AMZN stock, worth $331,351. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,503

Previous 1,657 9.29%

Holding current value

$331,351

Previous $363,000 21.49%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$190.26 - $242.06 $29,300 - $37,277	-154 Reduced 9.29%	1,503 $285,000
Q4 2024 Jan 15, 2025	SELL	$180.88 - $232.93 $105,633 - $136,031	-584 Reduced 26.06%	1,657 $363,000
Q3 2024 Oct 10, 2024	BUY	$161.02 - $200.0 $90,010 - $111,800	559 Added 33.23%	2,241 $417,000
Q2 2024 Aug 02, 2024	BUY	$173.67 - $197.85 $18,582 - $21,169	107 Added 6.79%	1,682 $325,000
Q1 2024 Apr 18, 2024	SELL	$144.57 - $180.38 $23,275 - $29,041	-161 Reduced 9.27%	1,575 $284,000
Q4 2023 Feb 05, 2024	SELL	$119.57 - $154.07 $16,620 - $21,415	-139 Reduced 7.41%	1,736 $263,000
Q2 2023 Jul 31, 2023	BUY	$97.83 - $130.36 $183,431 - $244,425	1,875 New	1,875 $244,000
Q2 2022 Aug 01, 2022	BUY	$102.31 - $168.35 $257,718 - $424,073	2,519 Added 3547.89%	2,590 $275,000
Q1 2022 May 13, 2022	BUY	$136.01 - $170.4 $9,656 - $12,098	71 New	71 $231,000
Q4 2021 Feb 09, 2022	SELL	$159.49 - $184.8 $9,728 - $11,272	-61 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$159.39 - $186.57 $159 - $186	1 Added 1.67%	61 $200,000
Q2 2021 Aug 16, 2021	BUY	$157.6 - $175.27 $9,456 - $10,516	60 New	60 $206,000
Q1 2021 May 17, 2021	SELL	$147.6 - $169.0 $10,922 - $12,506	-74 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$150.22 - $172.18 $1,502 - $1,721	10 Added 15.63%	74 $241,000
Q3 2020 Nov 10, 2020	BUY	$143.93 - $176.57 $9,211 - $11,300	64 New	64 $202,000

Others Institutions Holding AMZN

# of Institutions

6,192

Shares Held

6.35B

Call Options Held

117M

Put Options Held

139M

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 $2.25T
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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Total Wealth Planning, LLC Amazon Com Inc Transaction History