GCA
Gradient Capital Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.17M | Buy |
14,413
+227
| +2% | +$113K | 2.12% | 10 |
|
|
2025
Q1 | $5.33M | Sell |
14,186
-447
| -3% | -$168K | 1.74% | 16 |
|
|
2024
Q4 | $6.17M | Sell |
14,633
-98
| -0.7% | -$41.3K | 1.99% | 13 |
|
|
2024
Q3 | $6.34M | Sell |
14,731
-391
| -3% | -$168K | 2.1% | 12 |
|
|
2024
Q2 | $6.76M | Sell |
15,122
-150
| -1% | -$67K | 2.42% | 9 |
|
|
2024
Q1 | $6.43M | Buy |
15,272
+413
| +3% | +$174K | 2.36% | 11 |
|
|
2023
Q4 | $5.59M | Buy |
14,859
+137
| +0.9% | +$51.5K | 2.13% | 12 |
|
|
2023
Q3 | $4.65M | Buy |
14,722
+131
| +0.9% | +$41.4K | 1.94% | 13 |
|
|
2023
Q2 | $4.97M | Buy |
14,591
+1,319
| +10% | +$449K | 1.99% | 13 |
|
|
2023
Q1 | $3.83M | Buy |
13,272
+1,175
| +10% | +$339K | 1.63% | 15 |
|
|
2022
Q4 | $2.9M | Sell |
12,097
-85
| -0.7% | -$20.4K | 1.32% | 21 |
|
|
2022
Q3 | $2.84M | Buy |
12,182
+264
| +2% | +$61.5K | 1.35% | 18 |
|
|
2022
Q2 | $3.06M | Buy |
11,918
+103
| +0.9% | +$26.5K | 1.47% | 18 |
|
|
2022
Q1 | $3.64M | Buy |
11,815
+645
| +6% | +$199K | 1.54% | 16 |
|
|
2021
Q4 | $3.76M | Buy |
11,170
+126
| +1% | +$42.4K | 1.56% | 16 |
|
|
2021
Q3 | $3.11M | Sell |
11,044
-628
| -5% | -$177K | 1.43% | 19 |
|
|
2021
Q2 | $3.16M | Buy |
11,672
+110
| +1% | +$29.8K | 1.48% | 19 |
|
|
2021
Q1 | $2.73M | Buy |
11,562
+227
| +2% | +$53.5K | 1.44% | 20 |
|
|
2020
Q4 | $2.52M | Sell |
11,335
-1,084
| -9% | -$241K | 1.44% | 19 |
|
|
2020
Q3 | $2.61M | Buy |
12,419
+318
| +3% | +$66.9K | 1.63% | 16 |
|
|
2020
Q2 | $2.46M | Buy |
12,101
+405
| +3% | +$82.4K | 1.67% | 16 |
|
|
2020
Q1 | $1.85M | Buy |
11,696
+3,197
| +38% | +$504K | 1.49% | 17 |
|
|
2019
Q4 | $1.34M | Buy |
8,499
+823
| +11% | +$130K | 0.93% | 28 |
|
|
2019
Q3 | $1.07M | Buy |
7,676
+328
| +4% | +$45.6K | 0.8% | 34 |
|
|
2019
Q2 | $984K | Buy |
7,348
+410
| +6% | +$54.9K | 0.76% | 34 |
|
|
2019
Q1 | $818K | Buy |
6,938
+1,487
| +27% | +$175K | 0.65% | 37 |
|
|
2018
Q4 | $554K | Buy |
5,451
+255
| +5% | +$25.9K | 0.48% | 45 |
|
|
2018
Q3 | $594K | Buy |
5,196
+203
| +4% | +$23.2K | 0.5% | 43 |
|
|
2018
Q2 | $492K | Buy |
4,993
+1,269
| +34% | +$125K | 0.46% | 49 |
|
|
2018
Q1 | $340K | Buy |
3,724
+191
| +5% | +$17.4K | 0.34% | 56 |
|
|
2017
Q4 | $302K | Buy |
+3,533
| New | +$302K | 0.31% | 60 |
|