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 2,957 shares of AMZN stock, worth $677,300. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,957
Previous 2,944 0.44%
Holding current value
$677,300
Previous $568,000 3.17%
% of portfolio
0.18%
Previous 0.2%

Shares

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

Nov 01, 2024

BUY
$161.02 - $200.0 $2,093 - $2,600
13 Added 0.44%
2,957 $550,000
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

About AMAZON COM INC


  • Ticker AMZN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Internet Retail
  • Shares Outstandng 10,187,599,872
  • Market Cap $2.33T
  • 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
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