Ownership history in Owen LaRue, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Owen LaRue, 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 Owen LaRue, LLC outperformed the S&P 500 by +2.2% annually on this MSFT position. Timing score: 70% (7/10 decisions correct). Average cost basis: $372.68. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 2.2% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $309.77 (2023 Q3) Β· Worst: $417.46 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 5 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.45% 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