Ownership history in Waldron Private Wealth LLC Β· 49 quarters on record
This page tracks every 13F SEC filing in which Waldron Private Wealth 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 Waldron Private Wealth LLC outperformed the S&P 500 by +11.9% annually on this MSFT position. Timing score: 59% (27/46 decisions correct). Average cost basis: $150.68. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 11.9% per year on this position.
48 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
27 of 46 add/trim decisions correct
Best entry: $30.97 (2013 Q4) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
31 adds Β· 16 trims. Bought during 7 of 11 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 1.01% 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