Ownership history in Crown Wealth Group, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Crown Wealth 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 Crown Wealth Group, LLC outperformed the S&P 500 by +3.1% annually on this MSFT position. Timing score: 43% (6/14 decisions correct). Average cost basis: $265.56. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 3.1% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $233.69 (2022 Q4) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 8 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.11% 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