Ownership history in POWER WEALTH MANAGEMENT LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which POWER WEALTH MANAGEMENT LLC 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 POWER WEALTH MANAGEMENT LLC outperformed the S&P 500 by +33.8% annually on this GOOGL position. Timing score: 86% (6/7 decisions correct). Average cost basis: $159.91. Maximum drawdown during holding period: β18.2%.
π₯ Exceptional β beat the S&P 500 by 33.8% per year on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
6 of 7 add/trim decisions correct
Best entry: $149.69 (2024 Q1) Β· Worst: $175.83 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 4 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
π POWER WEALTH MANAGEMENT LLC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 1.85% 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