A detailed history of Peak Financial Management, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Peak Financial Management, Inc. holds 3,142 shares of MSFT stock, worth $1.37 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
3,142
Previous 3,185 1.35%
Holding current value
$1.37 Million
Previous $1.42 Million 5.06%
% of portfolio
0.4%
Previous 0.46%

Shares

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

Oct 15, 2024

SELL
$395.15 - $467.56 $16,991 - $20,105
-43 Reduced 1.35%
3,142 $1.35 Million
Q2 2024

Jul 22, 2024

SELL
$389.33 - $452.85 $42,826 - $49,813
-110 Reduced 3.34%
3,185 $1.42 Million
Q1 2024

Apr 22, 2024

SELL
$367.75 - $429.37 $189,023 - $220,696
-514 Reduced 13.49%
3,295 $1.39 Million
Q4 2023

Jan 18, 2024

SELL
$313.39 - $382.7 $115,327 - $140,833
-368 Reduced 8.81%
3,809 $1.43 Million
Q3 2023

Oct 24, 2023

SELL
$312.14 - $359.49 $104,879 - $120,788
-336 Reduced 7.45%
4,177 $1.32 Million
Q2 2023

Jul 26, 2023

SELL
$275.42 - $348.1 $9,915 - $12,531
-36 Reduced 0.79%
4,513 $1.54 Million
Q1 2023

Apr 24, 2023

BUY
$222.31 - $288.3 $61,135 - $79,282
275 Added 6.43%
4,549 $1.31 Million
Q4 2022

Jan 27, 2023

BUY
$214.25 - $257.22 $11,783 - $14,147
55 Added 1.3%
4,274 $1.02 Million
Q3 2022

Oct 28, 2022

BUY
$232.9 - $293.47 $49,374 - $62,215
212 Added 5.29%
4,219 $983,000
Q2 2022

Jul 29, 2022

SELL
$242.26 - $314.97 $170,551 - $221,738
-704 Reduced 14.94%
4,007 $1.03 Million
Q1 2022

Apr 20, 2022

BUY
$275.85 - $334.75 $216,542 - $262,778
785 Added 19.99%
4,711 $1.45 Million
Q4 2021

Jan 27, 2022

BUY
$283.11 - $343.11 $152,879 - $185,279
540 Added 15.95%
3,926 $1.32 Million
Q3 2021

Oct 19, 2021

BUY
$271.6 - $305.22 $13,036 - $14,650
48 Added 1.44%
3,386 $955,000
Q2 2021

Aug 04, 2021

BUY
$239.0 - $271.4 $80,304 - $91,190
336 Added 11.19%
3,338 $904,000
Q1 2021

Apr 29, 2021

BUY
$212.25 - $244.99 $93,814 - $108,285
442 Added 17.27%
3,002 $708,000
Q4 2020

Jan 26, 2021

BUY
$202.33 - $224.96 $89,632 - $99,657
443 Added 20.93%
2,560 $569,000
Q3 2020

Oct 19, 2020

SELL
$200.39 - $231.65 $77,951 - $90,111
-389 Reduced 15.52%
2,117 $445,000
Q2 2020

Aug 06, 2020

BUY
$152.11 - $203.51 $11,560 - $15,466
76 Added 3.13%
2,506 $510,000
Q1 2020

Apr 29, 2020

BUY
$135.42 - $188.7 $30,469 - $42,457
225 Added 10.2%
2,430 $383,000
Q4 2019

Jan 31, 2020

BUY
$134.65 - $158.96 $269 - $317
2 Added 0.09%
2,205 $348,000
Q3 2019

Oct 29, 2019

SELL
$132.21 - $141.34 $5,685 - $6,077
-43 Reduced 1.91%
2,203 $306,000
Q2 2019

Aug 01, 2019

SELL
$119.02 - $137.78 $12,140 - $14,053
-102 Reduced 4.34%
2,246 $301,000
Q1 2019

May 01, 2019

SELL
$97.4 - $120.22 $6,525 - $8,054
-67 Reduced 2.77%
2,348 $277,000
Q4 2018

Jan 30, 2019

BUY
$94.13 - $115.61 $9,318 - $11,445
99 Added 4.27%
2,415 $245,000
Q3 2018

Nov 06, 2018

SELL
$99.05 - $114.67 $12,777 - $14,792
-129 Reduced 5.28%
2,316 $265,000
Q2 2018

Jul 19, 2018

BUY
$88.52 - $102.49 $216,431 - $250,588
2,445 New
2,445 $241,000

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.25T
  • 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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