Ownership history in Cypress Wealth Services, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Cypress Wealth Services, 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 Cypress Wealth Services, LLC outperformed the S&P 500 by +10.0% annually on this MSFT position. Timing score: 56% (18/32 decisions correct). Average cost basis: $299.21. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 10.0% per year on this position.
32 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 32 add/trim decisions correct
Best entry: $91.31 (2018 Q2) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 12 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Cypress Wealth Services, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.69% 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