Peterson Wealth Services’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.33M | Buy |
16,746
+271
| +2% | +$135K | 2.28% | 13 |
|
|
2025
Q1 | $6.18M | Buy |
16,475
+904
| +6% | +$339K | 1.92% | 14 |
|
|
2024
Q4 | $6.56M | Sell |
15,571
-165
| -1% | -$69.5K | 1.97% | 13 |
|
|
2024
Q3 | $6.77M | Sell |
15,736
-727
| -4% | -$313K | 2.16% | 12 |
|
|
2024
Q2 | $7.36M | Buy |
16,463
+268
| +2% | +$120K | 2.57% | 10 |
|
|
2024
Q1 | $6.81M | Buy |
16,195
+613
| +4% | +$258K | 2.48% | 10 |
|
|
2023
Q4 | $5.86M | Buy |
15,582
+2,899
| +23% | +$1.09M | 2.51% | 10 |
|
|
2023
Q3 | $4M | Buy |
12,683
+406
| +3% | +$128K | 3% | 8 |
|
|
2023
Q2 | $4.18M | Buy |
12,277
+5,912
| +93% | +$2.01M | 2.01% | 14 |
|
|
2023
Q1 | $1.84M | Buy |
6,365
+2,780
| +78% | +$802K | 0.94% | 41 |
|
|
2022
Q4 | $860K | Sell |
3,585
-1,025
| -22% | -$246K | 0.49% | 55 |
|
|
2022
Q3 | $1.07M | Buy |
4,610
+905
| +24% | +$211K | 0.76% | 40 |
|
|
2022
Q2 | $952K | Sell |
3,705
-4,146
| -53% | -$1.07M | 0.69% | 41 |
|
|
2022
Q1 | $2.42M | Buy |
7,851
+824
| +12% | +$254K | 1.49% | 27 |
|
|
2021
Q4 | $2.36M | Buy |
+7,027
| New | +$2.36M | 1.57% | 27 |
|