Bell Investment 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 | $18.2K | Buy |
45
+2
| +5% | +$808 | ﹤0.01% | 454 |
|
|
2025
Q1 | $12.4K | Buy |
43
+12
| +39% | +$3.46K | ﹤0.01% | 523 |
|
|
2024
Q4 | $8.98K | Buy |
31
+10
| +48% | +$2.9K | ﹤0.01% | 647 |
|
|
2024
Q3 | $3.54K | Buy |
21
+1
| +5% | +$169 | ﹤0.01% | 1098 |
|
|
2024
Q2 | $2.76K | Hold |
20
| – | – | ﹤0.01% | 1220 |
|
|
2024
Q1 | $3.41K | Buy |
20
+10
| +100% | +$1.71K | ﹤0.01% | 1113 |
|
|
2023
Q4 | $632 | Buy |
+10
| New | +$632 | ﹤0.01% | 1733 |
|
|
2023
Q3 | – | Sell |
-20
| Closed | -$685 | – | 1972 |
|
|
2023
Q2 | $685 | Hold |
20
| – | – | ﹤0.01% | 1700 |
|
|
2023
Q1 | $585 | Hold |
20
| – | – | ﹤0.01% | 1754 |
|
|
2022
Q4 | $283 | Buy |
+20
| New | +$283 | ﹤0.01% | 1926 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | – | – | 1871 |
|
|
2022
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1792 |
|
|
2021
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 1519 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1468 |
|