Ownership history in WT Wealth Management Β· 24 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management 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 WT Wealth Management outperformed the S&P 500 by +4.6% annually on this AMZN position. Timing score: 52% (12/23 decisions correct). Average cost basis: $117.17. Maximum drawdown during holding period: β51.2%.
β
Outperformed SPY on this position by 4.6% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 23 add/trim decisions correct
Best entry: $84.00 (2022 Q4) Β· Worst: $230.82 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 10 trims. Bought during 7 of 7 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 2.58% 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