Ownership history in Heritage Wealth Advisors Β· 49 quarters on record
This page tracks every 13F SEC filing in which Heritage Wealth Advisors 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 Heritage Wealth Advisors outperformed the S&P 500 by +1.6% annually on this AAPL position. Timing score: 66% (31/47 decisions correct). Average cost basis: $118.78. Maximum drawdown during holding period: β29.9%.
β
Outperformed SPY on this position by 1.6% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
31 of 47 add/trim decisions correct
Best entry: $17.39 (2013 Q4) Β· Worst: $254.15 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
38 adds Β· 10 trims. Bought during 13 of 15 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.83% 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