Ownership history in Berry Wealth Group, LP Β· 9 quarters on record
This page tracks every 13F SEC filing in which Berry Wealth Group, LP 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 Berry Wealth Group, LP underperformed the S&P 500 by β5.2% annually on this MSFT position. Timing score: 71% (5/7 decisions correct). Average cost basis: $428.58. Maximum drawdown during holding period: β15.5%.
β Significantly underperformed the S&P 500 by 5.2% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $414.36 (2024 Q1) Β· Worst: $494.54 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 5 trims. Bought during 0 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Berry Wealth Group, LP has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 8.32% 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