Peak Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
3,583
+591
| +20% | +$294K | 0.51% | 36 |
|
|
2025
Q1 | $1.12M | Sell |
2,992
-230
| -7% | -$86.4K | 0.34% | 37 |
|
|
2024
Q4 | $1.36M | Buy |
3,222
+80
| +3% | +$33.7K | 0.41% | 37 |
|
|
2024
Q3 | $1.35M | Sell |
3,142
-43
| -1% | -$18.5K | 0.4% | 37 |
|
|
2024
Q2 | $1.42M | Sell |
3,185
-110
| -3% | -$49.2K | 0.45% | 35 |
|
|
2024
Q1 | $1.39M | Sell |
3,295
-514
| -13% | -$216K | 0.44% | 34 |
|
|
2023
Q4 | $1.43M | Sell |
3,809
-368
| -9% | -$138K | 0.48% | 32 |
|
|
2023
Q3 | $1.32M | Sell |
4,177
-336
| -7% | -$106K | 0.48% | 33 |
|
|
2023
Q2 | $1.54M | Sell |
4,513
-36
| -0.8% | -$12.3K | 0.55% | 34 |
|
|
2023
Q1 | $1.31M | Buy |
4,549
+275
| +6% | +$79.3K | 0.49% | 35 |
|
|
2022
Q4 | $1.03M | Buy |
4,274
+55
| +1% | +$13.2K | 0.4% | 37 |
|
|
2022
Q3 | $983K | Buy |
4,219
+212
| +5% | +$49.4K | 0.41% | 37 |
|
|
2022
Q2 | $1.03M | Sell |
4,007
-704
| -15% | -$181K | 0.4% | 36 |
|
|
2022
Q1 | $1.45M | Buy |
4,711
+785
| +20% | +$242K | 0.49% | 34 |
|
|
2021
Q4 | $1.32M | Buy |
3,926
+540
| +16% | +$182K | 0.43% | 36 |
|
|
2021
Q3 | $955K | Buy |
3,386
+48
| +1% | +$13.5K | 0.32% | 36 |
|
|
2021
Q2 | $904K | Buy |
3,338
+336
| +11% | +$91K | 0.31% | 37 |
|
|
2021
Q1 | $708K | Buy |
3,002
+442
| +17% | +$104K | 0.26% | 40 |
|
|
2020
Q4 | $569K | Buy |
2,560
+443
| +21% | +$98.5K | 0.21% | 39 |
|
|
2020
Q3 | $445K | Sell |
2,117
-389
| -16% | -$81.8K | 0.19% | 38 |
|
|
2020
Q2 | $510K | Buy |
2,506
+76
| +3% | +$15.5K | 0.24% | 38 |
|
|
2020
Q1 | $383K | Buy |
2,430
+225
| +10% | +$35.5K | 0.2% | 42 |
|
|
2019
Q4 | $348K | Buy |
2,205
+2
| +0.1% | +$316 | 0.15% | 48 |
|
|
2019
Q3 | $306K | Sell |
2,203
-43
| -2% | -$5.97K | 0.14% | 49 |
|
|
2019
Q2 | $301K | Sell |
2,246
-102
| -4% | -$13.7K | 0.14% | 49 |
|
|
2019
Q1 | $277K | Sell |
2,348
-67
| -3% | -$7.9K | 0.13% | 51 |
|
|
2018
Q4 | $245K | Buy |
2,415
+99
| +4% | +$10K | 0.12% | 49 |
|
|
2018
Q3 | $265K | Sell |
2,316
-129
| -5% | -$14.8K | 0.12% | 47 |
|
|
2018
Q2 | $241K | Buy |
+2,445
| New | +$241K | 0.11% | 48 |
|