Foundations 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 | $44.4M | Buy |
109,762
+2,733
| +3% | +$1.1M | 0.7% | 36 |
|
2025
Q1 | $30.9M | Buy |
107,029
+3,931
| +4% | +$1.13M | 0.57% | 43 |
|
2024
Q4 | $29.9M | Sell |
103,098
-17,872
| -15% | -$5.18M | 0.58% | 42 |
|
2024
Q3 | $20.4M | Buy |
120,970
+1,810
| +2% | +$305K | 0.43% | 58 |
|
2024
Q2 | $16.4M | Buy |
119,160
+4,750
| +4% | +$654K | 0.4% | 63 |
|
2024
Q1 | $19.5M | Sell |
114,410
-3,980
| -3% | -$678K | 0.51% | 44 |
|
2023
Q4 | $5.96M | Buy |
118,390
+10,900
| +10% | +$549K | 0.16% | 103 |
|
2023
Q3 | $3.53M | Sell |
107,490
-2,760
| -3% | -$90.6K | 0.11% | 148 |
|
2023
Q2 | $3.78M | Sell |
110,250
-5,400
| -5% | -$185K | 0.13% | 120 |
|
2023
Q1 | $3.38M | Buy |
+115,650
| New | +$3.38M | 0.12% | 113 |
|