B. Riley Wealth Advisors’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
Q3
$1.62M Buy
2025
Q2
$1.99M Buy
2024
Q4
$853K Buy
2024
Q3
$254K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$248K Buy