TFP
Triple Frond Partners’s Amazon AMZN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Hold |
487,191
| – | – | 12.08% | 4 |
|
|
2025
Q1 | $92.7M | Sell |
487,191
-42,800
| -8% | -$8.14M | 12.53% | 4 |
|
|
2024
Q4 | $116M | Sell |
529,991
-66,780
| -11% | -$14.7M | 15.05% | 3 |
|
|
2024
Q3 | $111M | Buy |
596,771
+54,870
| +10% | +$10.2M | 14.39% | 3 |
|
|
2024
Q2 | $105M | Hold |
541,901
| – | – | 12.29% | 3 |
|
|
2024
Q1 | $97.7M | Hold |
541,901
| – | – | 11.13% | 4 |
|
|
2023
Q4 | $82.3M | Sell |
541,901
-178,035
| -25% | -$27.1M | 9.79% | 6 |
|
|
2023
Q3 | $91.5M | Hold |
719,936
| – | – | 11.61% | 5 |
|
|
2023
Q2 | $93.9M | Hold |
719,936
| – | – | 12.1% | 5 |
|
|
2023
Q1 | $74.4M | Buy |
719,936
+140,800
| +24% | +$14.5M | 10.85% | 5 |
|
|
2022
Q4 | $48.6M | Buy |
579,136
+110,360
| +24% | +$9.27M | 8.04% | 6 |
|
|
2022
Q3 | $53M | Sell |
468,776
-59,184
| -11% | -$6.69M | 9.33% | 6 |
|
|
2022
Q2 | $56.1M | Buy |
527,960
+507,193
| +2,442% | +$53.9M | 8.57% | 6 |
|
|
2022
Q1 | $67.7M | Hold |
20,767
| – | – | 8.38% | 5 |
|
|
2021
Q4 | $69.2M | Sell |
20,767
-1,090
| -5% | -$3.63M | 7.8% | 6 |
|
|
2021
Q3 | $71.8M | Buy |
+21,857
| New | +$71.8M | 7.83% | 6 |
|