Ownership history in HOWARD FINANCIAL SERVICES, LTD. Β· 29 quarters on record
This page tracks every 13F SEC filing in which HOWARD FINANCIAL SERVICES, LTD. 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 HOWARD FINANCIAL SERVICES, LTD. outperformed the S&P 500 by +9.0% annually on this MSFT position. Timing score: 61% (17/28 decisions correct). Average cost basis: $270.77. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 9.0% per year on this position.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
17 of 28 add/trim decisions correct
Best entry: $94.82 (2018 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
22 adds Β· 7 trims. Bought during 7 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.3% 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