CIBC Private Wealth Group’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.73M | Sell |
14,180
-14
| -0.1% | -$5.66K | 0.01% | 408 |
|
2025
Q1 | $3.38M | Sell |
14,194
-1,292
| -8% | -$307K | 0.01% | 458 |
|
2024
Q4 | $5.14M | Buy |
15,486
+10,397
| +204% | +$3.45M | 0.01% | 418 |
|
2024
Q3 | $858K | Sell |
5,089
-22,991
| -82% | -$3.88M | ﹤0.01% | 723 |
|
2024
Q2 | $3.62M | Buy |
28,080
+2,830
| +11% | +$365K | 0.01% | 452 |
|
2024
Q1 | $4.13M | Sell |
25,250
-1,110
| -4% | -$182K | 0.01% | 433 |
|
2023
Q4 | $1.66M | Buy |
26,360
+5,000
| +23% | +$316K | ﹤0.01% | 538 |
|
2023
Q3 | $701K | Buy |
+21,360
| New | +$701K | ﹤0.01% | 676 |
|