Peterson Wealth Management’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.27M | Buy |
14,047
+602
| +4% | +$226K | 3.55% | 10 |
|
|
2024
Q4 | $5.67M | Buy |
13,445
+1,323
| +11% | +$558K | 3.37% | 12 |
|
|
2024
Q3 | $5.22M | Buy |
12,122
+813
| +7% | +$350K | 3.33% | 12 |
|
|
2024
Q2 | $5.05M | Buy |
11,309
+1,239
| +12% | +$554K | 3.12% | 10 |
|
|
2024
Q1 | $4.24M | Buy |
10,070
+1,718
| +21% | +$723K | 3.06% | 8 |
|
|
2023
Q4 | $3.14M | Sell |
8,352
-369
| -4% | -$139K | 2.83% | 11 |
|
|
2023
Q3 | $2.75M | Buy |
8,721
+5,059
| +138% | +$1.6M | 2.27% | 13 |
|
|
2023
Q2 | $1.25M | Buy |
3,662
+207
| +6% | +$70.5K | 0.99% | 27 |
|
|
2023
Q1 | $996K | Buy |
3,455
+58
| +2% | +$16.7K | 0.95% | 31 |
|
|
2022
Q4 | $815K | Sell |
3,397
-68
| -2% | -$16.3K | 0.83% | 32 |
|
|
2022
Q3 | $807K | Buy |
3,465
+599
| +21% | +$140K | 0.75% | 34 |
|
|
2022
Q2 | $736K | Sell |
2,866
-1,456
| -34% | -$374K | 0.95% | 32 |
|
|
2022
Q1 | $1.33M | Sell |
4,322
-3,560
| -45% | -$1.1M | 0.89% | 34 |
|
|
2021
Q4 | $2.65M | Buy |
7,882
+237
| +3% | +$79.7K | 1.77% | 19 |
|
|
2021
Q3 | $2.16M | Buy |
7,645
+67
| +0.9% | +$18.9K | 1.67% | 19 |
|
|
2021
Q2 | $2.05M | Sell |
7,578
-392
| -5% | -$106K | 1.6% | 20 |
|
|
2021
Q1 | $1.88M | Sell |
7,970
-1,945
| -20% | -$459K | 1.6% | 18 |
|
|
2020
Q4 | $2.21M | Buy |
9,915
+116
| +1% | +$25.8K | 1.79% | 19 |
|
|
2020
Q3 | $2.06M | Sell |
9,799
-2,363
| -19% | -$497K | 1.83% | 18 |
|
|
2020
Q2 | $2.48M | Buy |
12,162
+1,319
| +12% | +$268K | 2.46% | 16 |
|
|
2020
Q1 | $1.71M | Sell |
10,843
-827
| -7% | -$130K | 2.08% | 19 |
|
|
2019
Q4 | $1.89M | Buy |
+11,670
| New | +$1.89M | 1.72% | 21 |
|