Peak Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $3.34M | Buy |
|
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|
2024
Q2 | $347K | Sell |
|
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|
2024
Q1 | $3.41M | Buy |
|
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|
2023
Q4 | $2.45M | Buy |
|
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|
2023
Q3 | $298K | Sell |
|
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|
2023
Q2 | $1.7M | Sell |
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|
2023
Q1 | $2.1M | Buy |
|
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|
2022
Q4 | $226K | Sell |
|
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $435K | Sell |
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|
2022
Q1 | $536K | Buy |
|
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $221K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $217K | Sell |
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|
2020
Q4 | $208K | Buy |
|