Ownership history in Olistico Wealth, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Olistico Wealth, 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 Olistico Wealth, LLC outperformed the S&P 500 by +12.0% annually on this AMZN position. Timing score: 45% (5/11 decisions correct). Average cost basis: $178.80. Maximum drawdown during holding period: β13.3%.
π₯ Exceptional β beat the S&P 500 by 12.0% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $151.94 (2023 Q4) Β· Worst: $230.82 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.08% 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