Microsoft Corporation shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Microsoft Corporation (MSFT) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Microsoft Corporation
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Quarterly reported holdings in Microsoft Corporation by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 7.8k | 430.30 |
| 2024-06-30 | $347k | 776 | 446.95 |
| 2024-03-31 | $3.4M | 8.1k | 420.72 |
| 2023-12-31 | $2.4M | 6.5k | 376.04 |
| 2023-09-30 | $298k | 945 | 315.75 |
| 2023-06-30 | $1.7M | 5.0k | 340.54 |
| 2023-03-31 | $2.1M | 7.3k | 288.30 |
| 2022-12-31 | $226k | 942 | 239.82 |
| 2022-09-30 | $296k | 1.3k | 232.70 |
| 2022-06-30 | $435k | 1.7k | 256.94 |
| 2022-03-31 | $536k | 1.7k | 308.22 |
| 2021-12-31 | $375k | 1.1k | 336.32 |
| 2021-09-30 | $221k | 785 | 281.53 |
| 2021-03-31 | $217k | 920 | 235.87 |
| 2020-12-31 | $208k | 934 | 222.70 |