Peak Financial Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.88M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.39M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.54M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $983K | Buy |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $904K | Buy |
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|
2021
Q1 | $708K | Buy |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $445K | Sell |
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|
2020
Q2 | $510K | Buy |
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|
2020
Q1 | $383K | Buy |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $306K | Sell |
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|
2019
Q2 | $301K | Sell |
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|
2019
Q1 | $277K | Sell |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $265K | Sell |
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|
2018
Q2 | $241K | Buy |
|