Ownership history in HOWE & RUSLING INC Β· 73 quarters on record
This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in APPLE COMPUTER 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 HOWE & RUSLING INC outperformed the S&P 500 by +14.9% annually on this AAPL position. Timing score: 43% (30/69 decisions correct). Average cost basis: $86.98. Maximum drawdown during holding period: β47.0%.
π₯ Exceptional β beat the S&P 500 by 14.9% per year on this position.
71 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
30 of 69 add/trim decisions correct
Best entry: $3.15 (2009 Q1) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
33 adds Β· 38 trims. Bought during 11 of 21 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% 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