B. Riley 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 | $1.99M | Buy |
+4,915
| New | +$1.99M | 0.09% | 203 |
|
|
2024
Q4 | $853K | Buy |
2,945
+1,423
| +93% | +$412K | 0.03% | 506 |
|
|
2024
Q3 | $254K | Buy |
+1,522
| New | +$254K | 0.01% | 1037 |
|
|
2022
Q2 | – | Sell |
-5,090
| Closed | -$248K | – | 1331 |
|
|
2022
Q1 | $248K | Buy |
5,090
+540
| +12% | +$26.3K | 0.01% | 1100 |
|
|
2021
Q4 | $248K | Buy |
+4,550
| New | +$248K | 0.01% | 1166 |
|