Avantax Advisory Services’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 | $19.9M | Buy |
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|
2025
Q1 | $13.8M | Buy |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $7.81M | Buy |
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|
2024
Q2 | $5M | Buy |
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|
2024
Q1 | $5.53M | Sell |
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|
2023
Q4 | $2.58M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $497K | Buy |
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|
2022
Q1 | $774K | Buy |
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|
2021
Q4 | $632K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q2 | $373K | Buy |
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