Bell Investment 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
Q2
$18.2K Buy
2025
Q1
$12.4K Buy
2024
Q4
$8.98K Buy
2024
Q3
$3.54K Buy
2024
Q2
$2.75K Hold
2024
Q1
$3.41K Buy
2023
Q4
$632 Buy
2023
Q3
Sell
2023
Q2
$685 Hold
2023
Q1
$585 Hold
2022
Q4
$283 Buy
2022
Q3
Sell
2022
Q2
$0 Buy
2021
Q4
$1K Hold
2021
Q3
$1K Buy