Ownership history in Inlet Private Wealth, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which Inlet Private Wealth, 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 Inlet Private Wealth, LLC outperformed the S&P 500 by +9.0% annually on this MSFT position. Timing score: 38% (10/26 decisions correct). Average cost basis: $110.08. 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 οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 26 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.
6 adds Β· 21 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Inlet Private Wealth, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 4.4% 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