Ownership history in WESPAC Advisors, LLC Β· 57 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in APPLE INC 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 WESPAC Advisors, LLC outperformed the S&P 500 by +1.6% annually on this AAPL position. Timing score: 59% (33/56 decisions correct). Average cost basis: $83.62. 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.
33 of 56 add/trim decisions correct
Best entry: $7.04 (2010 Q1) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
28 adds Β· 29 trims. Bought during 8 of 16 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.82% 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