Ownership history in Bridgewealth Advisory Group, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Bridgewealth Advisory Group, LLC 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 Bridgewealth Advisory Group, LLC outperformed the S&P 500 by +2.2% annually on this MSFT position. Timing score: 40% (4/10 decisions correct). Average cost basis: $456.85. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 2.2% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $281.63 (2023 Q1) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 4 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Bridgewealth Advisory Group, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 2.07% 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