AFAS
Acorn Financial Advisory Services’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.1M | Sell |
42,318
-5,420
| -11% | -$2.19M | 2.8% | 11 |
|
|
2025
Q1 | $13.8M | Buy |
47,738
+159
| +0.3% | +$45.8K | 2.49% | 12 |
|
|
2024
Q4 | $13.8M | Sell |
47,579
-20,723
| -30% | -$6M | 2.27% | 13 |
|
|
2024
Q3 | $11.5M | Buy |
68,302
+62,688
| +1,117% | +$10.6M | 2.04% | 12 |
|
|
2024
Q2 | $7.73M | Buy |
5,614
+1,622
| +41% | +$2.23M | 1.44% | 13 |
|
|
2024
Q1 | $6.8M | Sell |
3,992
-190
| -5% | -$324K | 1.29% | 13 |
|
|
2023
Q4 | $2.64M | Sell |
4,182
-1,759
| -30% | -$1.11M | 0.46% | 24 |
|
|
2023
Q3 | $1.95M | Sell |
5,941
-1,370
| -19% | -$450K | 0.35% | 43 |
|
|
2023
Q2 | $2.5M | Buy |
7,311
+957
| +15% | +$328K | 0.44% | 26 |
|
|
2023
Q1 | $1.86M | Sell |
6,354
-614
| -9% | -$179K | 0.36% | 36 |
|
|
2022
Q4 | $986K | Buy |
6,968
+697
| +11% | +$98.7K | 0.21% | 70 |
|
|
2022
Q3 | $1.33M | Sell |
6,271
-1,510
| -19% | -$320K | 0.32% | 45 |
|
|
2022
Q2 | $1.28M | Sell |
7,781
-1,385
| -15% | -$227K | 0.3% | 47 |
|
|
2022
Q1 | $4.46M | Sell |
9,166
-3,615
| -28% | -$1.76M | 0.89% | 14 |
|
|
2021
Q4 | $6.96M | Sell |
12,781
-192
| -1% | -$105K | 1.39% | 11 |
|
|
2021
Q3 | $7.5M | Sell |
12,973
-613
| -5% | -$355K | 2.32% | 7 |
|
|
2021
Q2 | $9.03M | Buy |
13,586
+783
| +6% | +$520K | 2.66% | 7 |
|
|
2021
Q1 | $8.69M | Buy |
+12,803
| New | +$8.69M | 3.17% | 6 |
|