Ownership history in Brookstone Capital Management Β· 41 quarters on record
This page tracks every 13F SEC filing in which Brookstone Capital Management reported a position in ALPHABET INC (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 Brookstone Capital Management outperformed the S&P 500 by +9.5% annually on this GOOGL position. Timing score: 65% (26/40 decisions correct). Average cost basis: $125.73. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 9.5% per year on this position.
40 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
26 of 40 add/trim decisions correct
Best entry: $38.58 (2015 Q4) Β· Worst: $242.77 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
31 adds Β· 10 trims. Bought during 8 of 13 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.89% 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