Ownership history in Solitude Financial Services Β· 21 quarters on record
This page tracks every 13F SEC filing in which Solitude Financial Services 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 Solitude Financial Services outperformed the S&P 500 by +4.3% annually on this AAPL position. Timing score: 35% (7/20 decisions correct). Average cost basis: $139.49. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 4.3% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $129.05 (2020 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 15 trims. Bought during 3 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Solitude Financial Services has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 1.39% 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