Arete Wealth 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 | $2.08M | Buy |
5,140
+586
| +13% | +$237K | 0.15% | 138 |
|
|
2025
Q1 | $1.31M | Sell |
4,554
-1,445
| -24% | -$417K | 0.1% | 207 |
|
|
2024
Q4 | $1.74M | Sell |
5,999
-4,741
| -44% | -$1.38M | 0.13% | 171 |
|
|
2024
Q3 | $1.81M | Buy |
10,740
+1,510
| +16% | +$255K | 0.16% | 138 |
|
|
2024
Q2 | $1.28M | Buy |
+9,230
| New | +$1.28M | 0.1% | 192 |
|
|
2024
Q1 | – | Sell |
-7,270
| Closed | -$459K | – | 602 |
|
|
2023
Q4 | $459K | Buy |
+7,270
| New | +$459K | 0.04% | 420 |
|