Dynamic Advisor Solutions’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 | $2.76M | Sell |
6,832
-722
| -10% | -$292K | 0.09% | 238 |
|
|
2025
Q1 | $2.18M | Buy |
7,554
+2,035
| +37% | +$587K | 0.07% | 270 |
|
|
2024
Q4 | $1.6M | Sell |
5,519
-2,262
| -29% | -$655K | 0.07% | 246 |
|
|
2024
Q3 | $1.31M | Buy |
7,781
+381
| +5% | +$64.2K | 0.04% | 389 |
|
|
2024
Q2 | $1.02M | Buy |
7,400
+3,930
| +113% | +$541K | 0.03% | 453 |
|
|
2024
Q1 | $591K | Buy |
+3,470
| New | +$591K | 0.02% | 569 |
|
|
2022
Q1 | – | Sell |
-5,060
| Closed | -$276K | – | 757 |
|
|
2021
Q4 | $276K | Sell |
5,060
-9,190
| -64% | -$501K | 0.02% | 593 |
|
|
2021
Q3 | $824K | Buy |
14,250
+3,290
| +30% | +$190K | 0.06% | 329 |
|
|
2021
Q2 | $728K | Buy |
10,960
+6,580
| +150% | +$437K | 0.06% | 339 |
|
|
2021
Q1 | $297K | Buy |
+4,380
| New | +$297K | 0.03% | 503 |
|