Ownership history in Winch Advisory Services, LLC Β· 48 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC 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 Winch Advisory Services, LLC outperformed the S&P 500 by +14.7% annually on this AAPL position. Timing score: 60% (28/47 decisions correct). Average cost basis: $60.79. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 14.7% per year on this position.
47 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
28 of 47 add/trim decisions correct
Best entry: $16.73 (2014 Q1) Β· Worst: $138.26 (2021 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
18 adds Β· 30 trims. Bought during 4 of 14 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 6.54% 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