Ownership history in VERITY Wealth Advisors Β· 29 quarters on record
This page tracks every 13F SEC filing in which VERITY Wealth Advisors reported a position in MICROSOFT (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 VERITY Wealth Advisors outperformed the S&P 500 by +9.0% annually on this MSFT position. Timing score: 29% (4/14 decisions correct). Average cost basis: $112.16. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 9.0% per year on this position.
28 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 14 add/trim decisions correct
Best entry: $94.82 (2018 Q4) Β· Worst: $425.32 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 10 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.88% 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