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Mark A. Hillman

Hillman Value Fund

Mark A. Hillman Amazon.com Inc stake

total: 75

Hillman Value Fund AMZN trades

Total transactions:
8
New positions:
2
Sold out:
2
Added:
2
Reduced:
2
Held since:
2021 Q1
Held for:
16 quarters
Latest activity:
2025 Q1
According to 2026 Q1 report, Mark A. Hillman doesn't hold any Amazon.com Inc (AMZN) shares. To date, the estimated cost basis is nearly $143.5 for "buy" trades and estimated average "sell" price is $188.15. Hillman Value Fund first purchased AMZN in 2020 Q1, initially acquiring 32,000 shares. Mark A. Hillman later completely sold out the position and invested in Amazon.com Inc again in 2021 Q1. Since the initial investment in Amazon.com Inc (AMZN), Hillman Value Fund has made 7 more transactions.

When did Mark A. Hillman sell Amazon.com Inc (AMZN)?

Mark A. Hillman sold off the entire Amazon.com Inc (AMZN) position in 2025 Q1.

When did Mark A. Hillman buy Amazon.com Inc (AMZN)?

Mark A. Hillman first invested in Amazon.com Inc (AMZN) in 2020 Q1 at the reported quarter-end price of $97.49 per share.

What's the cost basis of Hillman Value Fund's AMZN stake?

The estimated cost basis for Amazon.com Inc (AMZN) stake is around $143.50 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$143.50
Weighted AVG sell price:
$188.15

Mark A. Hillman's historical trades in Amazon.com Inc

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q1
0.00%
0
$219.39
-100% (-31,700)
-3.29%
2024 Q2
2.70%
31,700
$193.25
$6,126,025
-22.68% (-9,300)
-0.74%
2023 Q3
2.50%
41,000
$127.12
$5,211,920
-29.31% (-17,000)
-0.99%
2023 Q1
2.97%
58,000
$103.29
$5,990,820
+38.10% (+16,000)
+0.82%
2021 Q2
3.46%
42,000
$172.01
$7,224,336
+31.25% (+10,000)
+0.82%
2021 Q1
2.86%
32,000
$154.70
$4,950,528
new
+2.86%
2020 Q3
0.00%
$137.94
-100% (-32,000)
2020 Q1
4.35%
$97.49
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.