Ownership history in Formidable Asset Management, LLC · 50 quarters on record
This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in MICROSOFT CORPORATION (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 47,891 | -36 | -0.1% | 3.60% | $24.7M | $482.52 |
| 2025 Q3 | REDUCED | 47,927 | -157 | -0.3% | 3.76% | $23.9M | $515.81 |
| 2025 Q2 | ADDED | 48,084 | +343 | +0.7% | 3.06% | $18.3M | $494.54 |
| 2025 Q1 | ADDED | 47,741 | +519 | +1.1% | 3.00% | $17.9M | $372.54 |
| 2024 Q4 | REDUCED | 47,222 | -96 | -0.2% | 3.27% | $19.9M | $417.46 |
| 2024 Q3 | REDUCED | 47,318 | -1,091 | -2.3% | 3.25% | $20.4M | $425.32 |
| 2024 Q2 | ADDED | 48,409 | +1,000 | +2.1% | 3.50% | $21.6M | $440.99 |
| 2024 Q1 | ADDED | 47,409 | +14,325 | +43.3% | 3.25% | $19.9M | $414.36 |
| 2023 Q4 | REDUCED | 33,084 | -666 | -2.0% | 2.58% | $12.4M | $369.67 |
| 2023 Q3 | REDUCED | 33,750 | -434 | -1.3% | 2.36% | $10.7M | $309.77 |
As of 2025 Q4 — sorted by position size