Ownership history in CLEAR STREET LLC Β· 23 quarters on record
This page tracks every 13F SEC filing in which CLEAR STREET 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 CLEAR STREET LLC outperformed the S&P 500 by +1.9% annually on this MSFT position. Timing score: 21% (3/14 decisions correct). Average cost basis: $428.67. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 1.9% ann.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 14 add/trim decisions correct
Best entry: $309.77 (2023 Q3) Β· Worst: $494.54 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 6 trims. Bought during 4 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.61% 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