Ownership history in WESPAC Advisors, LLC Β· 45 quarters on record
This page tracks every 13F SEC filing in which WESPAC Advisors, LLC reported a position in MICROSOFT CORP COM (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 WESPAC Advisors, LLC outperformed the S&P 500 by +10.9% annually on this MSFT position. Timing score: 35% (15/43 decisions correct). Average cost basis: $78.93. Maximum drawdown during holding period: β30.3%.
π₯ Exceptional β beat the S&P 500 by 10.9% per year on this position.
44 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 43 add/trim decisions correct
Best entry: $21.94 (2010 Q1) Β· Worst: $515.81 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
20 adds Β· 24 trims. Bought during 6 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π WESPAC Advisors, LLC has been actively increasing its MSFT allocation β a bullish signal from insiders.
Currently 1.23% 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