Ownership history in HOWE & RUSLING INC Β· 58 quarters on record
This page tracks every 13F SEC filing in which HOWE & RUSLING INC reported a position in QUALCOMM INC COM (QCOM). 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 underperformed the S&P 500 by β4.3% annually on this QCOM position. Timing score: 52% (28/54 decisions correct). Average cost basis: $42.89. Maximum drawdown during holding period: β38.6%.
β οΈ Trailed SPY by 4.3% ann. on this position.
12 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
28 of 54 add/trim decisions correct
Best entry: $24.29 (2004 Q3) Β· Worst: $169.96 (2025 Q4)
πͺ Held through 5 major drawdowns (>20%). Diamond-hands conviction.
26 adds Β· 29 trims. Bought during 12 of 25 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.62% 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