Ownership history in CarsonAllaria Wealth Management, Ltd. Β· 17 quarters on record
This page tracks every 13F SEC filing in which CarsonAllaria Wealth Management, Ltd. 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 CarsonAllaria Wealth Management, Ltd. outperformed the S&P 500 by +1.7% annually on this MSFT position. Timing score: 38% (6/16 decisions correct). Average cost basis: $329.07. Maximum drawdown during holding period: β30.3%.
β
Outperformed SPY on this position by 1.7% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct
Best entry: $233.69 (2022 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 9 trims. Bought during 4 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π CarsonAllaria Wealth Management, Ltd. has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.25% 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