Concurrent Investment Advisors’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 | $3.8M | Buy |
9,411
+3,857
| +69% | +$1.56M | 0.07% | 276 |
|
|
2025
Q1 | $1.6M | Buy |
5,554
+1,089
| +24% | +$314K | 0.04% | 415 |
|
|
2024
Q4 | $1.29M | Buy |
4,465
+842
| +23% | +$244K | 0.03% | 424 |
|
|
2024
Q3 | $611K | Buy |
3,623
+1,383
| +62% | +$233K | 0.02% | 573 |
|
|
2024
Q2 | $308K | Buy |
+2,240
| New | +$308K | 0.01% | 718 |
|