A detailed history of Peak Financial Advisors LLC transactions in Microsoft Corp stock. As of the latest transaction made, Peak Financial Advisors LLC holds 7,757 shares of MSFT stock, worth $3.2 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
7,757
Previous 776 899.61%
Holding current value
$3.2 Million
Previous $346,000 864.45%
% of portfolio
2.1%
Previous 0.25%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$395.15 - $467.56 $2.76 Million - $3.26 Million
6,981 Added 899.61%
7,757 $3.34 Million
Q2 2024

Jul 12, 2024

SELL
$389.33 - $452.85 $2.85 Million - $3.32 Million
-7,325 Reduced 90.42%
776 $346,000
Q1 2024

Apr 12, 2024

BUY
$367.75 - $429.37 $583,619 - $681,410
1,587 Added 24.36%
8,101 $3.41 Million
Q4 2023

Jan 10, 2024

BUY
$313.39 - $382.7 $1.75 Million - $2.13 Million
5,569 Added 589.31%
6,514 $2.45 Million
Q3 2023

Oct 10, 2023

SELL
$312.14 - $359.49 $1.26 Million - $1.45 Million
-4,040 Reduced 81.04%
945 $298,000
Q2 2023

Jul 10, 2023

SELL
$275.42 - $348.1 $632,915 - $799,933
-2,298 Reduced 31.55%
4,985 $1.7 Million
Q1 2023

Apr 18, 2023

BUY
$222.31 - $288.3 $1.41 Million - $1.83 Million
6,341 Added 673.14%
7,283 $2.1 Million
Q4 2022

Jan 12, 2023

SELL
$214.25 - $257.22 $70,702 - $84,882
-330 Reduced 25.94%
942 $226 Million
Q3 2022

Oct 26, 2022

SELL
$232.9 - $293.47 $98,050 - $123,550
-421 Reduced 24.87%
1,272 $296,000
Q2 2022

Jul 14, 2022

SELL
$242.26 - $314.97 $11,143 - $14,488
-46 Reduced 2.65%
1,693 $435,000
Q1 2022

Apr 22, 2022

BUY
$275.85 - $334.75 $172,130 - $208,884
624 Added 55.96%
1,739 $536,000
Q4 2021

Jan 19, 2022

BUY
$283.11 - $343.11 $93,426 - $113,226
330 Added 42.04%
1,115 $375,000
Q3 2021

Oct 12, 2021

BUY
$271.6 - $305.22 $213,206 - $239,597
785 New
785 $221,000
Q2 2021

Jul 26, 2021

SELL
$239.0 - $271.4 $219,880 - $249,687
-920 Closed
0 $0
Q1 2021

May 11, 2021

SELL
$212.25 - $244.99 $2,971 - $3,429
-14 Reduced 1.5%
920 $217,000
Q4 2020

Feb 02, 2021

BUY
$202.33 - $224.96 $188,976 - $210,112
934 New
934 $208,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.08T
  • 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
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