Ownership history in AFFINITY WEALTH MANAGEMENT LLC Β· 35 quarters on record
This page tracks every 13F SEC filing in which AFFINITY WEALTH MANAGEMENT LLC reported a position in AMAZON COM INC (AMZN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π AFFINITY WEALTH MANAGEMENT LLC outperformed the S&P 500 by +14.0% annually on this AMZN position. Timing score: 53% (17/32 decisions correct). Average cost basis: $116.69. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 14.0% per year on this position.
34 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 32 add/trim decisions correct
Best entry: $29.68 (2016 Q1) Β· Worst: $230.82 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
23 adds Β· 10 trims. Bought during 5 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size