Ownership history in PDS Planning, Inc Β· 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 PDS Planning, Inc outperformed the S&P 500 by +12.0% annually on this AMZN position. Timing score: 65% (20/31 decisions correct). Average cost basis: $146.85. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 12.0% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
20 of 31 add/trim decisions correct
Best entry: $72.37 (2018 Q1) Β· Worst: $230.82 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
30 adds Β· 3 trims. Bought during 9 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.01% 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