Peterson Wealth Services Microsoft Corp Transaction History

Peterson Wealth Services

$424 Million
Q3 2025

A detailed history of Peterson Wealth Services transactions in Microsoft Corp stock. As of the latest transaction made, Peterson Wealth Services holds 1,245 shares of MSFT stock, worth $631,825. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,245

Previous 16,746 92.57%

Holding current value

$631,825

Previous $8.33 Million 92.27%

% of portfolio

0.15%

Previous 2.3%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$491.09 - $535.64 $7.61 Million - $8.3 Million	-15,501 Reduced 92.57%	1,245 $644,000
Q2 2025 Jul 31, 2025	BUY	$354.56 - $497.45 $96,085 - $134,808	271 Added 1.64%	16,746 $8.33 Million
Q1 2025 May 05, 2025	BUY	$375.39 - $447.2 $339,352 - $404,268	904 Added 5.81%	16,475 $6.18 Million
Q4 2024 Jan 29, 2025	SELL	$406.35 - $454.46 $67,047 - $74,985	-165 Reduced 1.05%	15,571 $6.56 Million
Q3 2024 Nov 06, 2024	SELL	$395.15 - $467.56 $287,274 - $339,916	-727 Reduced 4.42%	15,736 $6.77 Million

Q2 2024 Jul 30, 2024	BUY	$389.33 - $452.85 $104,340 - $121,363	268 Added 1.65%	16,463 $7.36 Million
Q1 2024 May 01, 2024	BUY	$367.75 - $429.37 $225,430 - $263,203	613 Added 3.93%	16,195 $6.81 Million
Q4 2023 Jan 31, 2024	BUY	$313.39 - $382.7 $908,517 - $1.11 Million	2,899 Added 22.86%	15,582 $5.86 Million
Q3 2023 Nov 14, 2023	BUY	$312.14 - $359.49 $126,728 - $145,952	406 Added 3.31%	12,683 $4 Million
Q2 2023 Jul 13, 2023	BUY	$275.42 - $348.1 $1.63 Million - $2.06 Million	5,912 Added 92.88%	12,277 $4.18 Million
Q1 2023 Apr 06, 2023	BUY	$222.31 - $288.3 $618,021 - $801,474	2,780 Added 77.55%	6,365 $1.84 Million
Q4 2022 Jan 20, 2023	SELL	$214.25 - $257.22 $219,606 - $263,650	-1,025 Reduced 22.23%	3,585 $0
Q3 2022 Nov 09, 2022	BUY	$232.9 - $293.47 $210,774 - $265,590	905 Added 24.43%	4,610 $1.07 Million
Q2 2022 Jul 11, 2022	SELL	$242.26 - $314.97 $1 Million - $1.31 Million	-4,146 Reduced 52.81%	3,705 $952,000
Q1 2022 Apr 18, 2022	BUY	$275.85 - $334.75 $227,300 - $275,834	824 Added 11.73%	7,851 $2.42 Million
Q4 2021 Jan 31, 2022	BUY	$283.11 - $343.11 $1.99 Million - $2.41 Million	7,027 New	7,027 $2.36 Million

Others Institutions Holding MSFT

# of Institutions

6,773

Shares Held

5.98B

Call Options Held

94.4M

Put Options Held

85M

View Full List

About MICROSOFT CORP

Ticker MSFT
Exchange NASDAQ
Sector Technology
Industry Software—Infrastructure
Shares Outstandng 7,454,470,144
Market Cap $3.78T
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 Services Microsoft Corp Transaction History