Ownership history in Bogart Wealth, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Bogart Wealth, LLC reported a position in ALPHABET INC CAP STK CL A (GOOGL). 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 Bogart Wealth, LLC outperformed the S&P 500 by +25.9% annually on this GOOGL position. Timing score: 72% (23/32 decisions correct). Average cost basis: $134.69. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 25.9% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
23 of 32 add/trim decisions correct
Best entry: $51.43 (2018 Q1) Β· Worst: $188.43 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
30 adds Β· 4 trims. Bought during 10 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.14% 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