Ownership history in Stone Summit Wealth LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in ALPHABET INC (GOOG). 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 Stone Summit Wealth LLC outperformed the S&P 500 by +13.4% annually on this GOOG position. Timing score: 31% (5/16 decisions correct). Average cost basis: $98.70. Maximum drawdown during holding period: β38.7%.
π₯ Exceptional β beat the S&P 500 by 13.4% per year on this position.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 16 add/trim decisions correct
Best entry: $88.01 (2022 Q4) Β· Worst: $313.58 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 9 trims. Bought during 4 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Stone Summit Wealth LLC has been actively increasing its GOOG allocation β a bullish signal from insiders.
Currently 3.34% 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