Ownership history in CCG WEALTH MANAGEMENT, LLC Β· 30 quarters on record
This page tracks every 13F SEC filing in which CCG WEALTH MANAGEMENT, 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 CCG WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +2.2% annually on this MSFT position. Timing score: 44% (12/27 decisions correct). Average cost basis: $274.81. Maximum drawdown during holding period: β30.3%.
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.
12 of 27 add/trim decisions correct
Best entry: $149.39 (2019 Q4) Β· Worst: $494.54 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 9 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π CCG WEALTH MANAGEMENT, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 2.99% 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