Ownership history in Confluence Wealth Services, Inc. Β· 16 quarters on record
This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in APPLE INCORPORATED (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 Confluence Wealth Services, Inc. outperformed the S&P 500 by +3.5% annually on this AAPL position. Timing score: 53% (8/15 decisions correct). Average cost basis: $181.96. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 3.5% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 15 add/trim decisions correct
Best entry: $127.88 (2022 Q4) Β· Worst: $254.15 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 5 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 1.88% 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