Corient Private Wealth’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 | $3.8M | Sell |
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|
2025
Q2 | $59.8M | Buy |
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|
2025
Q1 | $22.2M | Buy |
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|
2024
Q4 | $22.2M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $5.14M | Buy |
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|
2024
Q1 | $4.29M | Sell |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $513K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $211K | Buy |
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