Ownership history in Probity Advisors, Inc. Β· 37 quarters on record
This page tracks every 13F SEC filing in which Probity Advisors, Inc. 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 Probity Advisors, Inc. outperformed the S&P 500 by +13.4% annually on this MSFT position. Timing score: 31% (11/36 decisions correct). Average cost basis: $53.12. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 13.4% per year on this position.
36 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 36 add/trim decisions correct
Best entry: $45.34 (2016 Q2) Β· Worst: $417.46 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 31 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.46% 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