Ownership history in HBW ADVISORY SERVICES LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which HBW ADVISORY 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 HBW ADVISORY SERVICES LLC outperformed the S&P 500 by +7.7% annually on this MSFT position. Timing score: 62% (15/24 decisions correct). Average cost basis: $208.98. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 7.7% per year on this position.
25 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 24 add/trim decisions correct
Best entry: $131.26 (2019 Q3) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 8 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
π HBW ADVISORY SERVICES LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.31% 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