Ownership history in Flagstone Financial Management Β· 13 quarters on record
This page tracks every 13F SEC filing in which Flagstone Financial Management reported a position in APPLE INC (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 Flagstone Financial Management outperformed the S&P 500 by +1.6% annually on this AAPL position. Timing score: 45% (5/11 decisions correct). Average cost basis: $230.08. Maximum drawdown during holding period: β17.9%.
β
Outperformed SPY on this position by 1.6% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $169.93 (2024 Q1) Β· Worst: $231.48 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 9 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.81% 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