Great Valley Advisor Group’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 | $857K | Buy |
2,120
+183
| +9% | +$74K | 0.02% | 483 |
|
2025
Q1 | $558K | Buy |
1,937
+115
| +6% | +$33.1K | 0.01% | 567 |
|
2024
Q4 | $528K | Sell |
1,822
-488
| -21% | -$141K | 0.01% | 567 |
|
2024
Q3 | $389K | Buy |
2,310
+400
| +21% | +$67.4K | 0.01% | 623 |
|
2024
Q2 | $263K | Sell |
1,910
-60
| -3% | -$8.27K | 0.01% | 673 |
|
2024
Q1 | $336K | Buy |
+1,970
| New | +$336K | 0.01% | 577 |
|