Ownership history in Destination Wealth Management Β· 51 quarters on record
This page tracks every 13F SEC filing in which Destination Wealth 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 Destination Wealth Management outperformed the S&P 500 by +7.6% annually on this GOOGL position. Timing score: 33% (16/48 decisions correct). Average cost basis: $181.81. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 7.6% per year on this position.
50 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
16 of 48 add/trim decisions correct
Best entry: $34.89 (2016 Q2) Β· Worst: $312.78 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 28 trims. Bought during 6 of 13 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.0% 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