Financial Gravity Asset Management’s Microsoft MSFT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.36M	Buy	17,171 +957	+6%	+$400K	1.13%	23
2025 Q4	$7.84M	Buy	16,214 +592	+4%	+$297K	1.51%	21
2025 Q3	$8.09M	Buy	+15,622	New	+$7.97M	1.6%	18
2025 Q1	$4.99M	Buy	+13,289	New	+$5.42M	1.09%	23
2024 Q2	$5.85M	Sell	13,082 -12,579	-49%	-$5.31M	1.46%	19
2024 Q1	$10.2M	Sell	25,661 -171,082	-87%	-$69.3M	1.37%	19
2023 Q4	$101M	Buy	196,743 +12,790	+7%	+$4.55M	1.07%	29
2023 Q3	$96.4M	Buy	183,953 +175,329	+2,033%	+$57.9M	1.06%	30
2023 Q2	$32.5K	Buy	8,624 +20	+0.2%	+$6.27K	0.09%	107
2023 Q1	$3.81K	Buy	8,604 +6,326	+278%	+$1.61M	0.12%	216
2022 Q4	$27.1K	Sell	2,278 -2,566	-53%	-$616K	0.14%	91
2022 Q3	$1.6K	Sell	4,844 -6,435	-57%	-$1.7M	0.05%	319
2022 Q2	$2.9K	Buy	11,279 +5,112	+83%	+$1.39M	0.09%	222
2022 Q1	$1.78K	Sell	6,167 -12,574	-67%	-$3.78M	0.05%	302
2021 Q4	$14.7K	Buy	18,741 +14,081	+302%	+$4.57M	0.33%	65
2021 Q3	$1.58M	Sell	4,660 -5,747	-55%	-$1.67M	0.75%	26
2021 Q2	$3.08M	Buy	10,407 +855	+9%	+$217K	1.1%	21
2021 Q1	$9.97K	Buy	9,552 +4,185	+78%	+$971K	0.2%	80
2020 Q4	$1.19M	Buy	+5,367	New	+$1.15M	1.09%	28
2020 Q2	–	Sell	-2,552	Closed	-$80.6K	–	559
2020 Q1	$80.6K	Buy	2,552 +343	+16%	+$56.4K	0.25%	43
2019 Q4	$406K	Sell	2,209 -781	-26%	-$115K	0.28%	31
2019 Q3	$416K	Sell	2,990 -1,420	-32%	-$195K	0.36%	61
2019 Q2	$591K	Buy	4,410 +2,191	+99%	+$278K	0.49%	52
2019 Q1	$264K	Buy	+2,219	New	+$242K	0.21%	99
2018 Q3	$237K	Buy	2,285 +530	+30%	+$57.5K	0.25%	89
2018 Q2	$191K	Sell	1,755 -605	-26%	-$58.6K	0.18%	125
2018 Q1	$221K	Buy	+2,360	New	+$216K	0.23%	80