Peterson Wealth Advisors’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 | $2.32M | Buy |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.73M | Buy |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.45M | Sell |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.5M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $6.91M | Buy |
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|
2021
Q3 | $1.18M | Hold |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $979K | Sell |
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|
2020
Q3 | $963K | Hold |
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|
2020
Q2 | $932K | Buy |
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|
2020
Q1 | $687K | Buy |
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|
2019
Q4 | $687K | Hold |
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|
2019
Q3 | $606K | Buy |
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|
2019
Q2 | $584K | Sell |
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|
2019
Q1 | $557K | Sell |
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|
2018
Q4 | $477K | Sell |
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|
2018
Q3 | $588K | Sell |
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|
2018
Q2 | $532K | Sell |
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|
2018
Q1 | $506K | Hold |
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|
2017
Q4 | $474K | Buy |
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