Atria Wealth Solutions’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 | $2.67M | Sell |
6,617
-7,357
| -53% | -$2.97M | 0.06% | 346 |
|
|
2025
Q1 | $4.03M | Sell |
13,974
-1,817
| -12% | -$524K | 0.05% | 402 |
|
|
2024
Q4 | $4.57M | Buy |
15,791
+3,626
| +30% | +$1.05M | 0.05% | 377 |
|
|
2024
Q3 | $2.05M | Buy |
12,165
+3,135
| +35% | +$529K | 0.02% | 620 |
|
|
2024
Q2 | $1.24M | Sell |
9,030
-250
| -3% | -$34.4K | 0.01% | 800 |
|
|
2024
Q1 | $1.58M | Sell |
9,280
-490
| -5% | -$83.5K | 0.02% | 709 |
|
|
2023
Q4 | $617K | Hold |
9,770
| – | – | 0.01% | 1095 |
|
|
2023
Q3 | $321K | Sell |
9,770
-10
| -0.1% | -$328 | ﹤0.01% | 1366 |
|
|
2023
Q2 | $335K | Sell |
9,780
-680
| -7% | -$23.3K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $306K | Buy |
+10,460
| New | +$306K | ﹤0.01% | 1389 |
|
|
2022
Q4 | – | Sell |
-10,460
| Closed | -$222K | – | 1849 |
|
|
2022
Q3 | $222K | Buy |
+10,460
| New | +$222K | ﹤0.01% | 1488 |
|