Close Asset Management’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
$965K Sell
2025
Q2
$1.25M Sell
2025
Q1
$1.12M Sell
2024
Q4
$1.18M Hold
2024
Q3
$685K Sell
2024
Q2
$583K Sell
2024
Q1
$736K Buy
2023
Q4
$252K Buy
2023
Q3
$117K Hold
2023
Q2
$122K Buy
2023
Q1
$92K Hold
2022
Q4
$44K Sell
2022
Q3
$72K Hold
2022
Q2
$56K Sell
2022
Q1
$221K Hold
2021
Q4
$221K Hold
2021
Q3
$234K Sell
2021
Q2
$1.23M Buy
2021
Q1
$1.11M Buy