A detailed history of Wealth Plan Investment Management, LLC transactions in Amazon Com Inc stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 47,190 shares of AMZN stock, worth $8.79 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
47,190
Previous 46,935 0.54%
Holding current value
$8.79 Million
Previous $8.47 Million 7.71%
% of portfolio
1.49%
Previous 1.43%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$173.67 - $197.85 $44,285 - $50,451
255 Added 0.54%
47,190 $9.12 Million
Q1 2024

May 16, 2024

BUY
$144.57 - $180.38 $118,836 - $148,272
822 Added 1.78%
46,935 $8.47 Million
Q4 2023

Jan 05, 2024

BUY
$119.57 - $154.07 $26,185 - $33,741
219 Added 0.48%
46,113 $7.01 Million
Q3 2023

Nov 15, 2023

SELL
$125.98 - $144.85 $3.84 Million - $4.42 Million
-30,481 Reduced 39.91%
45,894 $5.83 Million
Q3 2023

Nov 09, 2023

BUY
$125.98 - $144.85 $7.1 Million - $8.16 Million
56,357 Added 281.53%
76,375 $9.71 Million
Q2 2023

Aug 14, 2023

SELL
$97.83 - $130.36 $7.85 Million - $10.5 Million
-80,286 Reduced 80.04%
20,018 $2.61 Million
Q2 2023

Jul 25, 2023

BUY
$97.83 - $130.36 $5.57 Million - $7.42 Million
56,930 Added 131.25%
100,304 $13.1 Million
Q1 2023

May 08, 2023

SELL
$83.12 - $112.91 $5.87 Million - $7.97 Million
-70,627 Reduced 61.95%
43,374 $4.48 Million
Q4 2022

Feb 15, 2023

SELL
$81.82 - $121.09 $42,137 - $62,361
-515 Reduced 0.45%
114,001 $9.58 Million
Q3 2022

Dec 12, 2022

BUY
$109.22 - $144.78 $11.9 Million - $15.7 Million
108,666 Added 1857.54%
114,516 $10.1 Million
Q1 2022

Sep 07, 2022

BUY
$136.01 - $170.4 $795,658 - $996,840
5,850 New
5,850 $14.5 Million

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 $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...
More about AMZN
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.