Peak Financial Advisors’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-740
| Closed | -$278K | – | 102 |
|
|
2025
Q1 | $278K | Sell |
740
-28
| -4% | -$10.5K | 0.14% | 69 |
|
|
2024
Q4 | $324K | Sell |
768
-6,989
| -90% | -$2.95M | 0.17% | 69 |
|
|
2024
Q3 | $3.34M | Buy |
7,757
+6,981
| +900% | +$3M | 1.72% | 14 |
|
|
2024
Q2 | $347K | Sell |
776
-7,325
| -90% | -$3.27M | 0.2% | 66 |
|
|
2024
Q1 | $3.41M | Buy |
8,101
+1,587
| +24% | +$668K | 2.08% | 12 |
|
|
2023
Q4 | $2.45M | Buy |
6,514
+5,569
| +589% | +$2.09M | 1.64% | 28 |
|
|
2023
Q3 | $298K | Sell |
945
-4,040
| -81% | -$1.28M | 0.32% | 39 |
|
|
2023
Q2 | $1.7M | Sell |
4,985
-2,298
| -32% | -$783K | 1.33% | 33 |
|
|
2023
Q1 | $2.1M | Buy |
7,283
+6,341
| +673% | +$1.83M | 1.77% | 15 |
|
|
2022
Q4 | $226K | Sell |
942
-330
| -26% | -$79.1K | 0.21% | 58 |
|
|
2022
Q3 | $296K | Sell |
1,272
-421
| -25% | -$98K | 0.36% | 43 |
|
|
2022
Q2 | $435K | Sell |
1,693
-46
| -3% | -$11.8K | 0.43% | 44 |
|
|
2022
Q1 | $536K | Buy |
1,739
+624
| +56% | +$192K | 0.46% | 50 |
|
|
2021
Q4 | $375K | Buy |
1,115
+330
| +42% | +$111K | 0.29% | 56 |
|
|
2021
Q3 | $221K | Buy |
+785
| New | +$221K | 0.19% | 65 |
|
|
2021
Q2 | – | Sell |
-920
| Closed | -$217K | – | 80 |
|
|
2021
Q1 | $217K | Sell |
920
-14
| -1% | -$3.3K | 0.18% | 66 |
|
|
2020
Q4 | $208K | Buy |
+934
| New | +$208K | 0.18% | 53 |
|