Garrett Wealth Advisory Group’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	$3.6M	Buy	9,733 +3,118	+47%	+$1.3M	0.64%	23
2025 Q4	$3.2M	Buy	6,615 +718	+12%	+$360K	0.6%	20
2025 Q3	$3.05M	Sell	5,897 -19	-0.3%	-$9.69K	0.6%	20
2025 Q2	$2.94M	Buy	5,916 +44	+0.7%	+$19.1K	0.62%	19
2025 Q1	$2.2M	Buy	5,872 +1,842	+46%	+$751K	0.49%	23
2024 Q4	$1.7M	Buy	4,030 +661	+20%	+$282K	0.39%	25
2024 Q3	$1.45M	Buy	3,369 +291	+9%	+$124K	0.36%	26
2024 Q2	$1.38M	Buy	3,078 +1,379	+81%	+$582K	0.5%	23
2024 Q1	$715K	Sell	1,699 -82	-5%	-$33.2K	0.29%	25
2023 Q4	$670K	Buy	1,781 +158	+10%	+$56.2K	0.28%	25
2023 Q3	$512K	Buy	1,623 +176	+12%	+$58.2K	0.23%	28
2023 Q2	$493K	Buy	1,447 +7	+0.5%	+$2.19K	0.22%	31
2023 Q1	$415K	Buy	1,440 +1	+0.1%	+$255	0.2%	29
2022 Q4	$345K	Buy	1,439 +376	+35%	+$90.2K	0.18%	31
2022 Q3	$248K	Sell	1,063 -18	-2%	-$4.75K	0.14%	37
2022 Q2	$278K	Hold	1,081	–	–	0.15%	38
2022 Q1	$333K	Buy	1,081 +1	+0.1%	+$301	0.17%	44
2021 Q4	$363K	Buy	1,080 +144	+15%	+$46.7K	0.18%	43
2021 Q3	$264K	Buy	936 +48	+5%	+$14K	0.17%	45
2021 Q2	$240K	Sell	888 -104	-10%	-$26.4K	0.16%	42
2021 Q1	$234K	Sell	992 -50	-5%	-$11.6K	0.17%	40
2020 Q4	$232K	Sell	1,042 -34	-3%	-$7.31K	0.17%	41
2020 Q3	$226K	Sell	1,076 -790	-42%	-$166K	0.18%	43
2020 Q2	$379K	Buy	1,866 +169	+10%	+$30.7K	0.3%	30
2020 Q1	$268K	Sell	1,697 -21	-1%	-$3.45K	0.25%	34
2019 Q4	$272K	Hold	1,718	–	–	0.2%	41
2019 Q3	$239K	Buy	1,718 +1	+0.1%	+$138	0.17%	48
2019 Q2	$229K	Buy	+1,717	New	+$218K	0.18%	48