Aptus Capital Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.77M | Buy |
6,861
+9
| +0.1% | +$3.64K | 0.02% | 361 |
|
2025
Q1 | $1.98M | Buy |
6,852
+507
| +8% | +$146K | 0.02% | 394 |
|
2024
Q4 | $1.84M | Buy |
6,345
+598
| +10% | +$173K | 0.02% | 401 |
|
2024
Q3 | $969K | Buy |
5,747
+3,777
| +192% | +$637K | 0.01% | 421 |
|
2024
Q2 | $271K | Sell |
1,970
-10
| -0.5% | -$1.38K | ﹤0.01% | 641 |
|
2024
Q1 | $338K | Buy |
+1,980
| New | +$338K | 0.01% | 594 |
|