Ownership history in King Wealth Management Group Β· 53 quarters on record
This page tracks every 13F SEC filing in which King Wealth Management Group reported a position in MICROSOFT CORP Common (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 King Wealth Management Group outperformed the S&P 500 by +11.8% annually on this MSFT position. Timing score: 57% (29/51 decisions correct). Average cost basis: $172.25. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.8% per year on this position.
52 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 51 add/trim decisions correct
Best entry: $21.46 (2012 Q4) Β· Worst: $482.52 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
34 adds Β· 18 trims. Bought during 8 of 12 down-price quarters. π More buys than sells across the holding period.
π King Wealth Management Group has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 6.58% 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