Allworth Financial’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $859K | Buy |
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|
2024
Q4 | $617K | Buy |
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|
2024
Q3 | $124K | Buy |
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|
2024
Q2 | $44.5K | Buy |
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|
2024
Q1 | $15.3K | Buy |
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|
2023
Q4 | $5.05K | Sell |
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|
2023
Q3 | $11.5K | Sell |
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|
2023
Q2 | $110K | Hold |
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|
2023
Q1 | $94.1K | Hold |
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|
2022
Q4 | $45.6K | Buy |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $54K | Sell |
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|
2022
Q1 | $265K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $6K | Buy |
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