Peak Planning Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
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|
2025
Q4 | $13.5M | Buy |
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|
2025
Q3 | $10.7M | Buy |
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|
2024
Q4 | $12.2M | Buy |
|
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|
2024
Q2 | $12.9M | Buy |
|
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|
2024
Q1 | $11.4M | Buy |
|
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|
2023
Q4 | $9.91M | Buy |
|
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|
2023
Q3 | $7.24M | Sell |
|
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|
2023
Q2 | $7.83M | Buy |
|
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|
2023
Q1 | $6.07M | Buy |
|
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|
2022
Q4 | $4.5M | Sell |
|
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|
2022
Q3 | $4.38M | Buy |
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|
2022
Q2 | $4.81M | Buy |
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|
2021
Q4 | $4.43M | Buy |
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|
2021
Q3 | $3.61M | Buy |
|