Ownership history in Tempus Wealth Planning, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Tempus Wealth Planning, 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 Tempus Wealth Planning, LLC outperformed the S&P 500 by +7.2% annually on this MSFT position. Timing score: 46% (11/24 decisions correct). Average cost basis: $198.88. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 7.2% per year on this position.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 24 add/trim decisions correct
Best entry: $149.39 (2019 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 10 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.32% 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