Ownership history in Brick & Kyle, Associates Β· 41 quarters on record
This page tracks every 13F SEC filing in which Brick & Kyle, Associates 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 Brick & Kyle, Associates outperformed the S&P 500 by +13.8% annually on this AMZN position. Timing score: 47% (18/38 decisions correct). Average cost basis: $103.02. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 13.8% per year on this position.
40 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
18 of 38 add/trim decisions correct
Best entry: $21.70 (2015 Q2) Β· Worst: $193.25 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 22 trims. Bought during 6 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.85% 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