Peterson Wealth Management Microsoft Corp Transaction History

Peterson Wealth Management

$167 Million
Q4 2024

A detailed history of Peterson Wealth Management transactions in Microsoft Corp stock. As of the latest transaction made, Peterson Wealth Management holds 13,445 shares of MSFT stock, worth $5.28 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares

13,445

Previous 12,122 10.91%

Holding current value

$5.28 Million

Previous $5.22 Million 8.67%

% of portfolio

3.4%

Previous 3.34%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$406.35 - $454.46 $537,601 - $601,250	1,323 Added 10.91%	13,445 $5.67 Million
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

6,415

Shares Held

5.15B

Call Options Held

88.6M

Put Options Held

95.5M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $2.93T
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 ...

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Peterson Wealth Management Microsoft Corp Transaction History