Ownership history in Gradient Capital Advisors, LLC · 34 quarters on record
This page tracks every 13F SEC filing in which Gradient Capital 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 14,470 | -245 | -1.7% | 1.80% | $7.0M | $482.52 |
| 2025 Q3 | ADDED | 14,715 | +302 | +2.1% | 2.04% | $7.6M | $515.81 |
| 2025 Q2 | ADDED | 14,413 | +227 | +1.6% | 2.12% | $7.2M | $494.54 |
| 2025 Q1 | REDUCED | 14,186 | -447 | -3.1% | 1.74% | $5.3M | $372.54 |
| 2024 Q4 | REDUCED | 14,633 | -98 | -0.7% | 1.99% | $6.2M | $417.46 |
| 2024 Q3 | REDUCED | 14,731 | -391 | -2.6% | 2.10% | $6.3M | $425.32 |
| 2024 Q2 | REDUCED | 15,122 | -150 | -1.0% | 2.42% | $6.8M | $440.99 |
| 2024 Q1 | ADDED | 15,272 | +413 | +2.8% | 2.36% | $6.4M | $414.36 |
| 2023 Q4 | ADDED | 14,859 | +137 | +0.9% | 2.13% | $5.6M | $369.67 |
| 2023 Q3 | ADDED | 14,722 | +131 | +0.9% | 1.94% | $4.6M | $309.77 |
As of 2025 Q4 — sorted by position size