Ownership history in King Wealth Management Group Β· 13 quarters on record
This page tracks every 13F SEC filing in which King Wealth Management Group reported a position in MICROSTRATEGY INC (MSTR). 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 +121.7% annually on this MSTR position. Timing score: 38% (3/8 decisions correct). Average cost basis: $59.20. Maximum drawdown during holding period: β68.7%.
π₯ Exceptional β beat the S&P 500 by 121.7% per year on this position.
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $21.23 (2022 Q3) Β· Worst: $67.88 (2021 Q1)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 2 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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