Ownership history in FSA Advisors, Inc. Β· 8 quarters on record
This page tracks every 13F SEC filing in which FSA Advisors, Inc. 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 FSA Advisors, Inc. underperformed the S&P 500 by β7.4% annually on this MSFT position. Timing score: 67% (4/6 decisions correct). Average cost basis: $447.43. Maximum drawdown during holding period: β15.5%.
β Significantly underperformed the S&P 500 by 7.4% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $372.54 (2025 Q1) Β· Worst: $515.81 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 1 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π FSA Advisors, Inc. has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.64% 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