PWA
Peterson Wealth Advisors’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.18M | Buy |
4,385
+1
| +0% | +$497 | 0.36% | 29 |
|
|
2025
Q1 | $1.57M | Buy |
4,384
+48
| +1% | +$17.2K | 0.3% | 30 |
|
|
2024
Q4 | $1.84M | Buy |
4,336
+282
| +7% | +$119K | 0.33% | 29 |
|
|
2024
Q3 | $1.74M | Buy |
4,054
+174
| +4% | +$74.9K | 0.33% | 27 |
|
|
2024
Q2 | $1.73M | Buy |
3,880
+45
| +1% | +$20.1K | 0.36% | 24 |
|
|
2024
Q1 | $1.61M | Sell |
3,835
-10
| -0.3% | -$4.21K | 0.34% | 25 |
|
|
2023
Q4 | $1.45M | Sell |
3,845
-423
| -10% | -$159K | 0.34% | 27 |
|
|
2023
Q3 | $1.35M | Sell |
4,268
-181
| -4% | -$57.2K | 0.36% | 26 |
|
|
2023
Q2 | $1.5M | Buy |
4,449
+1
| +0% | +$338 | 0.4% | 25 |
|
|
2023
Q1 | $1.28M | Buy |
4,448
+175
| +4% | +$50.5K | 0.35% | 28 |
|
|
2022
Q4 | $1.02M | Sell |
4,273
-295
| -6% | -$70.8K | 0.31% | 28 |
|
|
2022
Q3 | $1.06M | Sell |
4,568
-54
| -1% | -$12.6K | 0.36% | 24 |
|
|
2022
Q2 | $1.19M | Sell |
4,622
-11
| -0.2% | -$2.83K | 0.39% | 24 |
|
|
2022
Q1 | $1.43M | Sell |
4,633
-15,901
| -77% | -$4.9M | 0.42% | 25 |
|
|
2021
Q4 | $6.91M | Buy |
20,534
+16,339
| +389% | +$5.5M | 1.99% | 11 |
|
|
2021
Q3 | $1.18M | Hold |
4,195
| – | – | 0.39% | 23 |
|
|
2021
Q2 | $1.14M | Sell |
4,195
-207
| -5% | -$56.1K | 0.4% | 22 |
|
|
2021
Q1 | $1.04M | Hold |
4,402
| – | – | 0.42% | 22 |
|
|
2020
Q4 | $979K | Sell |
4,402
-176
| -4% | -$39.1K | 0.43% | 21 |
|
|
2020
Q3 | $963K | Hold |
4,578
| – | – | 0.49% | 20 |
|
|
2020
Q2 | $932K | Buy |
4,578
+220
| +5% | +$44.8K | 0.5% | 21 |
|
|
2020
Q1 | $687K | Buy |
4,358
+1
| +0% | +$158 | 0.45% | 22 |
|
|
2019
Q4 | $687K | Hold |
4,357
| – | – | 0.39% | 20 |
|
|
2019
Q3 | $606K | Buy |
4,357
+1
| +0% | +$139 | 0.37% | 21 |
|
|
2019
Q2 | $584K | Sell |
4,356
-249
| -5% | -$33.4K | 0.37% | 20 |
|
|
2019
Q1 | $557K | Sell |
4,605
-89
| -2% | -$10.8K | 0.37% | 20 |
|
|
2018
Q4 | $477K | Sell |
4,694
-450
| -9% | -$45.7K | 0.38% | 21 |
|
|
2018
Q3 | $588K | Sell |
5,144
-249
| -5% | -$28.5K | 0.43% | 24 |
|
|
2018
Q2 | $532K | Sell |
5,393
-146
| -3% | -$14.4K | 0.43% | 25 |
|
|
2018
Q1 | $506K | Hold |
5,539
| – | – | 0.42% | 28 |
|
|
2017
Q4 | $474K | Buy |
+5,539
| New | +$474K | 0.43% | 30 |
|