Ownership history in Heirloom Wealth Management Β· 16 quarters on record
This page tracks every 13F SEC filing in which Heirloom Wealth Management 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 Heirloom Wealth Management outperformed the S&P 500 by +1.8% annually on this MSFT position. Timing score: 40% (6/15 decisions correct). Average cost basis: $307.65. Maximum drawdown during holding period: β28.0%.
β
Outperformed SPY on this position by 1.8% ann.
15 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $233.69 (2022 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 5 trims. Bought during 6 of 8 down-price quarters. π More buys than sells across the holding period.
π Heirloom Wealth Management has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 6.15% 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