Ownership history in Apriem Advisors Β· 70 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in AMAZON COM INC COM (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 Apriem Advisors outperformed the S&P 500 by +15.9% annually on this AMZN position. Timing score: 60% (38/63 decisions correct). Average cost basis: $102.24. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 15.9% per year on this position.
69 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
38 of 63 add/trim decisions correct
Best entry: $4.18 (2009 Q2) Β· Worst: $193.25 (2024 Q2)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
34 adds Β· 30 trims. Bought during 14 of 22 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.32% 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