Peak Financial Advisors LLC Microsoft Corp Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

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 $3.3 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

7,757

Previous 776 899.61%

Holding current value

$3.3 Million

Previous $346,000 864.45%

% of portfolio

2.1%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

5,853

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 $3.17T
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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Peak Financial Advisors LLC Microsoft Corp Transaction History