Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 16,506 | +15,261 | +1225.8% | 2.04% | $8.0M | $482.52 |
| 2025 Q3 | REDUCED | 1,245 | -15,501 | -92.6% | 2.12% | $8.6M | $515.81 |
| 2025 Q2 | ADDED | 16,746 | +271 | +1.6% | 2.28% | $8.3M | $494.54 |
| 2025 Q1 | ADDED | 16,475 | +904 | +5.8% | 1.92% | $6.2M | $372.54 |
| 2024 Q4 | REDUCED | 15,571 | -165 | -1.0% | 1.97% | $6.6M | $417.46 |
| 2024 Q3 | REDUCED | 15,736 | -727 | -4.4% | 2.16% | $6.8M | $425.32 |
| 2024 Q2 | ADDED | 16,463 | +268 | +1.7% | 2.57% | $7.4M | $440.99 |
| 2024 Q1 | ADDED | 16,195 | +613 | +3.9% | 2.48% | $6.8M | $414.36 |
| 2023 Q4 | ADDED | 15,582 | +2,899 | +22.9% | 2.51% | $5.9M | $369.67 |
| 2023 Q3 | ADDED | 12,683 | +406 | +3.3% | 3.00% | $4.0M | $309.77 |
As of 2025 Q4 — sorted by position size