Envestnet 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 | $7.28M | Buy |
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|
2025
Q2 | $8.06M | Buy |
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|
2025
Q1 | $5.52M | Buy |
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|
2024
Q4 | $4.61M | Sell |
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|
2024
Q3 | $5.34M | Buy |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $3.43M | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $265K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Sell |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $0 | Sell |
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|
2017
Q2 | $740K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $22K | Buy |
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