Peterson Financial Group’s Microsoft MSFT Stock Holding History

Peterson Financial Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$646K	Sell	1,501 -4	-0.3%	-$1.71K	2.49%	9
2024 Q2	$673K	Buy	1,505 +16	+1%	+$6.76K	4.1%	7
2024 Q1	$627K	Sell	1,489 -16	-1%	-$6.48K	4.09%	8
2023 Q4	$566K	Buy	1,505 +34	+2%	+$12.1K	3.71%	9
2023 Q3	$464K	Buy	1,471 +11	+0.8%	+$3.63K	4.62%	9
2023 Q2	$497K	Buy	1,460 +215	+17%	+$67.4K	4.56%	9
2023 Q1	$359K	Sell	1,245 -19,646	-94%	-$5.01M	3.61%	12
2022 Q4	$5.01M	Sell	20,891 -10,805	-34%	-$2.59M	6.62%	1
2022 Q3	$7.38M	Buy	31,696 +509	+2%	+$134K	7.18%	2
2022 Q2	$8.01M	Buy	31,187 +2,297	+8%	+$623K	7.54%	1
2022 Q1	$8.91M	Buy	28,890 +1,824	+7%	+$549K	7.38%	2
2021 Q4	$9.1M	Buy	+27,066	New	+$8.78M	7.43%	2

Other funds holding MSFT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Peterson Financial Group's MSFT Position: Q3 2024 in Review

Peterson Financial Group reduced its Microsoft (MSFT) stake by 0.27% in Q3 2024, selling an estimated $1.71K and leaving 1,501 shares worth $646K. The position accounts for 2.49% of the portfolio, ranked #9.

Peterson Financial Group first reported a position in MSFT in Q4 2021 and has held it in 12 quarters since. The position peaked at $9.1M in Q4 2021. 5,285 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

Peterson Financial Group held 1,501 shares of Microsoft worth $646K as of Q3 2024.
Peterson Financial Group sold 4 Microsoft shares in Q3 2024, an estimated $1.71K.
Microsoft made up 2.49% of Peterson Financial Group's portfolio in Q3 2024, its #9 holding.
Peterson Financial Group first reported a position in Microsoft in Q4 2021 and has held it in 12 quarters since.
Peterson Financial Group's Microsoft position peaked at $9.1M in Q4 2021.
5,285 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.