Ownership history in Tradewinds, LLC. Β· 14 quarters on record
This page tracks every 13F SEC filing in which Tradewinds, LLC. reported a position in ALPHABET INC NON VOTING CAP STK CL C (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 Tradewinds, LLC. outperformed the S&P 500 by +17.3% annually on this GOOG position. Timing score: 69% (9/13 decisions correct). Average cost basis: $175.69. Maximum drawdown during holding period: β17.9%.
π₯ Exceptional β beat the S&P 500 by 17.3% per year on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 13 add/trim decisions correct
Best entry: $95.37 (2022 Q3) Β· Worst: $243.22 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 2 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Tradewinds, LLC. has been actively increasing its GOOG allocation β a bullish signal from insiders.
Currently 2.76% 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