Chicago Partners Investment Group’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
$4.13M Buy
2025
Q2
$4.85M Buy
2025
Q1
$4.14M Buy
2024
Q4
$3.14M Buy
2024
Q3
$1.79M Buy
2024
Q2
$1.33M Sell
2024
Q1
$1.33M Sell
2023
Q4
$502K Buy
2023
Q3
$302K Buy
2023
Q2
$319K Buy
2023
Q1
$220K Sell
2022
Q4
$220K Sell
2022
Q3
$232K Sell
2022
Q2
$257K Buy
2022
Q1
Sell
2021
Q4
$331K Buy