Clearstead 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 | $839K | Hold |
2,075
| – | – | 0.01% | 488 |
|
|
2025
Q1 | $598K | Buy |
2,075
+1,925
| +1,283% | +$555K | 0.01% | 534 |
|
|
2024
Q4 | $43.4K | Hold |
150
| – | – | ﹤0.01% | 1195 |
|
|
2024
Q3 | $25.3K | Hold |
150
| – | – | ﹤0.01% | 1360 |
|
|
2024
Q2 | $20.7K | Sell |
150
-170
| -53% | -$23.4K | ﹤0.01% | 1370 |
|
|
2024
Q1 | $39.9K | Buy |
+320
| New | +$39.9K | ﹤0.01% | 820 |
|