Gladstone Institutional Advisory’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.32M | Buy |
8,201
+577
| +8% | +$233K | 0.14% | 166 |
|
2025
Q1 | $2.2M | Sell |
7,624
-193
| -2% | -$55.6K | 0.1% | 210 |
|
2024
Q4 | $2.26M | Buy |
7,817
+649
| +9% | +$188K | 0.11% | 206 |
|
2024
Q3 | $1.21M | Buy |
7,168
+888
| +14% | +$150K | 0.06% | 295 |
|
2024
Q2 | $865K | Buy |
6,280
+4,180
| +199% | +$576K | 0.05% | 319 |
|
2024
Q1 | $358K | Sell |
2,100
-1,690
| -45% | -$288K | 0.02% | 495 |
|
2023
Q4 | $239K | Sell |
3,790
-2,320
| -38% | -$147K | 0.01% | 576 |
|
2023
Q3 | $201K | Sell |
6,110
-1,350
| -18% | -$44.3K | 0.01% | 580 |
|
2023
Q2 | $255K | Buy |
+7,460
| New | +$255K | 0.02% | 547 |
|