Peterson Wealth Management Microsoft Corp Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Peterson Wealth Management holds 12,122 shares of MSFT stock, worth $5.31 Million. This represents 3.34% of its overall portfolio holdings.

Number of Shares

12,122

Previous 11,309 7.19%

Holding current value

$5.31 Million

Previous $5.05 Million 3.19%

% of portfolio

3.34%

Previous 3.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$395.15 - $467.56 $321,256 - $380,126	813 Added 7.19%	12,122 $5.22 Million
Q2 2024 Aug 05, 2024	BUY	$389.33 - $452.85 $482,379 - $561,081	1,239 Added 12.3%	11,309 $5.05 Million
Q1 2024 May 15, 2024	BUY	$367.75 - $429.37 $631,794 - $737,657	1,718 Added 20.57%	10,070 $4.24 Million
Q4 2023 Feb 22, 2024	SELL	$313.39 - $382.7 $115,640 - $141,216	-369 Reduced 4.23%	8,352 $3.14 Million
Q3 2023 Nov 14, 2023	BUY	$312.14 - $359.49 $1.58 Million - $1.82 Million	5,059 Added 138.15%	8,721 $2.75 Million
Q2 2023 Aug 17, 2023	BUY	$275.42 - $348.1 $57,011 - $72,056	207 Added 5.99%	3,662 $1.25 Million
Q1 2023 Aug 17, 2023	BUY	$222.31 - $288.3 $12,893 - $16,721	58 Added 1.71%	3,455 $996,000
Q4 2022 Feb 07, 2023	SELL	$214.25 - $257.22 $14,569 - $17,490	-68 Reduced 1.96%	3,397 $814,000
Q3 2022 Oct 13, 2022	BUY	$232.9 - $293.47 $139,507 - $175,788	599 Added 20.9%	3,465 $807,000
Q2 2022 Aug 03, 2022	SELL	$242.26 - $314.97 $352,730 - $458,596	-1,456 Reduced 33.69%	2,866 $736,000
Q1 2022 Apr 26, 2022	SELL	$275.85 - $334.75 $982,026 - $1.19 Million	-3,560 Reduced 45.17%	4,322 $1.33 Million
Q4 2021 Feb 09, 2022	BUY	$283.11 - $343.11 $67,097 - $81,317	237 Added 3.1%	7,882 $2.65 Million
Q3 2021 Nov 12, 2021	BUY	$271.6 - $305.22 $18,197 - $20,449	67 Added 0.88%	7,645 $2.16 Million
Q2 2021 Aug 03, 2021	SELL	$239.0 - $271.4 $93,688 - $106,388	-392 Reduced 4.92%	7,578 $2.05 Million
Q1 2021 Apr 19, 2021	SELL	$212.25 - $244.99 $412,826 - $476,505	-1,945 Reduced 19.62%	7,970 $1.88 Million
Q4 2020 Mar 10, 2021	BUY	$202.33 - $224.96 $23,470 - $26,095	116 Added 1.18%	9,915 $2.21 Million
Q3 2020 Nov 03, 2020	SELL	$200.39 - $231.65 $473,521 - $547,388	-2,363 Reduced 19.43%	9,799 $2.06 Million
Q2 2020 Jul 22, 2020	BUY	$152.11 - $203.51 $200,633 - $268,429	1,319 Added 12.16%	12,162 $2.48 Million
Q1 2020 Apr 23, 2020	SELL	$135.42 - $188.7 $111,992 - $156,054	-827 Reduced 7.09%	10,843 $1.71 Million
Q4 2019 Jan 17, 2020	BUY	$134.65 - $158.96 $1.57 Million - $1.86 Million	11,670 New	11,670 $1.89 Million

Others Institutions Holding MSFT

# of Institutions

5,852

Shares Held

4.99B

Call Options Held

77.3M

Put Options Held

85.6M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.27T
Description
Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...

More about MSFT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Microsoft Corp Transaction History