Ownership history in NWF Advisory Services Inc. Β· 5 quarters on record
This page tracks every 13F SEC filing in which NWF Advisory Services Inc. reported a position in MICRON TECHNOLOGY INC (MU). 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 NWF Advisory Services Inc. outperformed the S&P 500 by +126.9% annually on this MU position. Timing score: 25% (1/4 decisions correct). Average cost basis: $175.85. Maximum drawdown during holding period: β0.0%.
π₯ Exceptional β beat the S&P 500 by 126.9% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $86.72 (2025 Q1) Β· Worst: $285.41 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.74% 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