Peterson Wealth Advisors, LLC Microsoft Corp Transaction History

Peterson Wealth Advisors, LLC

$480 Million
Q3 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in Microsoft Corp stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 4,054 shares of MSFT stock, worth $1.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,054

Previous 3,880 4.48%

Holding current value

$1.69 Million

Previous $1.73 Million 0.58%

% of portfolio

0.36%

Previous 0.39%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$395.15 - $467.56 $68,756 - $81,355	174 Added 4.48%	4,054 $1.74 Million
Q2 2024 Jul 18, 2024	BUY	$389.33 - $452.85 $17,519 - $20,378	45 Added 1.17%	3,880 $1.73 Million
Q1 2024 Apr 15, 2024	SELL	$367.75 - $429.37 $3,677 - $4,293	-10 Reduced 0.26%	3,835 $1.61 Million
Q4 2023 Jan 10, 2024	SELL	$313.39 - $382.7 $132,563 - $161,882	-423 Reduced 9.91%	3,845 $1.45 Million
Q3 2023 Oct 05, 2023	SELL	$312.14 - $359.49 $56,497 - $65,067	-181 Reduced 4.07%	4,268 $1.35 Million
Q2 2023 Jul 13, 2023	BUY	$275.42 - $348.1 $275 - $348	1 Added 0.02%	4,449 $1.52 Million
Q1 2023 Apr 06, 2023	BUY	$222.31 - $288.3 $38,904 - $50,452	175 Added 4.1%	4,448 $1.28 Million
Q4 2022 Jan 20, 2023	SELL	$214.25 - $257.22 $63,203 - $75,879	-295 Reduced 6.46%	4,273 $0
Q3 2022 Oct 17, 2022	SELL	$232.9 - $293.47 $12,576 - $15,847	-54 Reduced 1.17%	4,568 $1.06 Million
Q2 2022 Jul 21, 2022	SELL	$242.26 - $314.97 $2,664 - $3,464	-11 Reduced 0.24%	4,622 $1.19 Million
Q1 2022 Apr 21, 2022	SELL	$275.85 - $334.75 $4.39 Million - $5.32 Million	-15,901 Reduced 77.44%	4,633 $1.43 Million
Q4 2021 Jan 25, 2022	BUY	$283.11 - $343.11 $4.63 Million - $5.61 Million	16,339 Added 389.49%	20,534 $6.91 Million
Q2 2021 Aug 02, 2021	SELL	$239.0 - $271.4 $49,473 - $56,179	-207 Reduced 4.7%	4,195 $1.14 Million
Q4 2020 Jan 25, 2021	SELL	$202.33 - $224.96 $35,610 - $39,592	-176 Reduced 3.84%	4,402 $979,000
Q2 2020 Jul 20, 2020	BUY	$152.11 - $203.51 $33,464 - $44,772	220 Added 5.05%	4,578 $932,000
Q1 2020 Apr 21, 2020	BUY	$135.42 - $188.7 $135 - $188	1 Added 0.02%	4,358 $687,000
Q3 2019 Oct 17, 2019	BUY	$132.21 - $141.34 $132 - $141	1 Added 0.02%	4,357 $606,000
Q2 2019 Jul 15, 2019	SELL	$119.02 - $137.78 $29,635 - $34,307	-249 Reduced 5.41%	4,356 $584,000
Q1 2019 Apr 16, 2019	SELL	$97.4 - $120.22 $8,668 - $10,699	-89 Reduced 1.9%	4,605 $557,000
Q4 2018 Jan 29, 2019	SELL	$94.13 - $115.61 $42,358 - $52,024	-450 Reduced 8.75%	4,694 $477,000
Q3 2018 Oct 17, 2018	SELL	$99.05 - $114.67 $24,663 - $28,552	-249 Reduced 4.62%	5,144 $588,000
Q2 2018 Jul 18, 2018	SELL	$88.52 - $102.49 $12,923 - $14,963	-146 Reduced 2.64%	5,393 $532,000
Q4 2017 Mar 19, 2018	BUY	$74.26 - $86.85 $411,326 - $481,062	5,539	5,539 $474,000

Others Institutions Holding MSFT

# of Institutions

5,841

Shares Held

5.01B

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 $3.11T
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 Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Advisors, LLC with notifications on news.

Account

Peterson Wealth Advisors, LLC Microsoft Corp Transaction History