Ownership history in ACCESS FINANCIAL SERVICES, INC. Β· 37 quarters on record
This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in MICROSOFT CORP (MSFT). 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 ACCESS FINANCIAL SERVICES, INC. outperformed the S&P 500 by +11.8% annually on this MSFT position. Timing score: 44% (15/34 decisions correct). Average cost basis: $249.45. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.8% per year on this position.
35 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 34 add/trim decisions correct
Best entry: $59.47 (2017 Q1) Β· Worst: $372.54 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 25 trims. Bought during 4 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.86% 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