Ownership history in Apriem Advisors Β· 73 quarters on record
This page tracks every 13F SEC filing in which Apriem Advisors reported a position in APPLE INC COM (AAPL). 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 Apriem Advisors outperformed the S&P 500 by +15.3% annually on this AAPL position. Timing score: 44% (32/72 decisions correct). Average cost basis: $79.45. Maximum drawdown during holding period: β56.9%.
π₯ Exceptional β beat the S&P 500 by 15.3% per year on this position.
72 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
32 of 72 add/trim decisions correct
Best entry: $2.56 (2008 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
30 adds Β· 43 trims. Bought during 7 of 23 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.9% 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