AAS
Avantax Advisory Services’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
49,309
+1,288
| +3% | +$521K | 0.11% | 143 |
|
|
2025
Q1 | $13.8M | Buy |
48,021
+3,923
| +9% | +$1.13M | 0.08% | 186 |
|
|
2024
Q4 | $12.8M | Sell |
44,098
-2,232
| -5% | -$646K | 0.08% | 185 |
|
|
2024
Q3 | $7.81M | Buy |
46,330
+42,701
| +1,177% | +$7.2M | 0.05% | 286 |
|
|
2024
Q2 | $5M | Buy |
3,629
+382
| +12% | +$526K | 0.04% | 371 |
|
|
2024
Q1 | $5.53M | Sell |
3,247
-833
| -20% | -$1.42M | 0.05% | 290 |
|
|
2023
Q4 | $2.58M | Buy |
4,080
+241
| +6% | +$152K | 0.03% | 437 |
|
|
2023
Q3 | $1.26M | Buy |
3,839
+54
| +1% | +$17.7K | 0.01% | 601 |
|
|
2023
Q2 | $1.3M | Buy |
3,785
+273
| +8% | +$93.5K | 0.01% | 593 |
|
|
2023
Q1 | $1.03M | Sell |
3,512
-673
| -16% | -$197K | 0.01% | 658 |
|
|
2022
Q4 | $592K | Buy |
4,185
+1,106
| +36% | +$157K | 0.01% | 796 |
|
|
2022
Q3 | $654K | Buy |
3,079
+57
| +2% | +$12.1K | 0.01% | 676 |
|
|
2022
Q2 | $497K | Buy |
3,022
+1,421
| +89% | +$234K | 0.01% | 787 |
|
|
2022
Q1 | $774K | Buy |
1,601
+441
| +38% | +$213K | 0.01% | 629 |
|
|
2021
Q4 | $632K | Buy |
1,160
+550
| +90% | +$300K | 0.01% | 679 |
|
|
2021
Q3 | $352K | Buy |
610
+49
| +9% | +$28.3K | 0.01% | 852 |
|
|
2021
Q2 | $373K | Buy |
+561
| New | +$373K | 0.01% | 810 |
|