Cape Investment Advisory’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$4.86K Buy
2025
Q3
$9.67K Sell
2025
Q2
$13.3K Hold
2025
Q1
$9.51K Buy
2024
Q4
$9.27K Buy
2024
Q3
$5.06K Sell
2024
Q2
$6.89K Sell
2024
Q1
$10.2K Hold
2023
Q4
$3.79K Hold
2023
Q3
$1.97K Hold
2023
Q2
$2.06K Hold
2023
Q1
$1.75K Buy