Ownership history in Triangle Securities Wealth Management Β· 57 quarters on record
This page tracks every 13F SEC filing in which Triangle Securities Wealth Management reported a position in GOOGLE INC CLASS A COM (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 Triangle Securities Wealth Management outperformed the S&P 500 by +25.8% annually on this GOOG position. Timing score: 41% (21/51 decisions correct). Average cost basis: $89.12. Maximum drawdown during holding period: β38.7%.
π₯ Exceptional β beat the S&P 500 by 25.8% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
21 of 51 add/trim decisions correct
Best entry: $18.64 (2012 Q3) Β· Worst: $243.22 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 34 trims. Bought during 7 of 16 down-price quarters. π Predominantly trimming β distribution phase.
π Triangle Securities Wealth Management has been actively increasing its GOOG allocation β a bullish signal from insiders.
Currently 2.66% 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