Peterson Financial Group’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $646K | Sell |
1,501
-4
| -0.3% | -$1.72K | 2.49% | 9 |
|
|
2024
Q2 | $673K | Buy |
1,505
+16
| +1% | +$7.15K | 4.1% | 7 |
|
|
2024
Q1 | $627K | Sell |
1,489
-16
| -1% | -$6.73K | 4.09% | 8 |
|
|
2023
Q4 | $566K | Buy |
1,505
+34
| +2% | +$12.8K | 3.71% | 9 |
|
|
2023
Q3 | $464K | Buy |
1,471
+11
| +0.8% | +$3.47K | 4.62% | 9 |
|
|
2023
Q2 | $497K | Buy |
1,460
+215
| +17% | +$73.2K | 4.56% | 9 |
|
|
2023
Q1 | $359K | Sell |
1,245
-19,646
| -94% | -$5.66M | 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% | +$119K | 7.18% | 2 |
|
|
2022
Q2 | $8.01M | Buy |
31,187
+2,297
| +8% | +$590K | 7.54% | 1 |
|
|
2022
Q1 | $8.91M | Buy |
28,890
+1,824
| +7% | +$562K | 7.38% | 2 |
|
|
2021
Q4 | $9.1M | Buy |
+27,066
| New | +$9.1M | 7.43% | 2 |
|