Arkadios 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 | $2.22M | Buy |
5,480
+47
| +0.9% | +$19K | 0.07% | 318 |
|
|
2025
Q1 | $1.57M | Buy |
5,433
+1,679
| +45% | +$484K | 0.06% | 345 |
|
|
2024
Q4 | $1.09M | Buy |
3,754
+894
| +31% | +$259K | 0.06% | 311 |
|
|
2024
Q3 | $482K | Buy |
2,860
+390
| +16% | +$65.8K | 0.03% | 548 |
|
|
2024
Q2 | $340K | Buy |
2,470
+550
| +29% | +$75.8K | 0.02% | 594 |
|
|
2024
Q1 | $327K | Buy |
+1,920
| New | +$327K | 0.03% | 513 |
|
|
2021
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1311 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1820 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1909 |
|
|
2021
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1531 |
|
|
2020
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1327 |
|