Independent Advisor Alliance’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.14M | Buy |
49,174
+2,381
| +5% | +$340K | 0.07% | 268 |
|
|
2025
Q4 | $7.11M | Sell |
46,793
-5,960
| -11% | -$1.37M | 0.17% | 92 |
|
|
2025
Q3 | $17M | Sell |
52,753
-4,073
| -7% | -$1.51M | 0.44% | 32 |
|
|
2025
Q2 | $23M | Sell |
56,826
-1,282
| -2% | -$467K | 0.66% | 23 |
|
|
2025
Q1 | $16.8M | Buy |
58,108
+5,123
| +10% | +$1.63M | 0.55% | 29 |
|
|
2024
Q4 | $15.3M | Buy |
52,985
+13,092
| +33% | +$3.94M | 0.2% | 106 |
|
|
2024
Q3 | $6.73M | Buy |
39,893
+10,003
| +33% | +$1.43M | 0.24% | 80 |
|
|
2024
Q2 | $4.12M | Buy |
29,890
+9,240
| +45% | +$1.33M | 0.14% | 125 |
|
|
2024
Q1 | $3.52M | Buy |
20,650
+1,060
| +5% | +$96.6K | 0.13% | 142 |
|
|
2023
Q4 | $1.24M | Buy |
19,590
+650
| +3% | +$30.8K | 0.04% | 276 |
|
|
2023
Q3 | $622K | Sell |
18,940
-1,400
| -7% | -$52.7K | 0.03% | 372 |
|
|
2023
Q2 | $696K | Sell |
20,340
-1,950
| -9% | -$59.1K | 0.03% | 356 |
|
|
2023
Q1 | $652K | Buy |
+22,290
| New | +$544K | 0.03% | 367 |
|
|
2022
Q4 | – | Sell |
-49,800
| Closed | -$1.06M | – | 549 |
|
|
2022
Q3 | $1.06M | Buy |
49,800
+12,200
| +32% | +$306K | 0.06% | 256 |
|
|
2022
Q2 | $618K | Buy |
37,600
+11,550
| +44% | +$334K | 0.03% | 335 |
|
|
2022
Q1 | $1.27M | Buy |
26,050
+10,220
| +65% | +$442K | 0.06% | 244 |
|
|
2021
Q4 | $862K | Buy |
15,830
+5,750
| +57% | +$395K | 0.04% | 302 |
|
|
2021
Q3 | $583K | Buy |
10,080
+4,650
| +86% | +$298K | 0.03% | 344 |
|
|
2021
Q2 | $361K | Buy |
5,430
+1,130
| +26% | +$66.8K | 0.02% | 466 |
|
|
2021
Q1 | $292K | Sell |
4,300
-1,100
| -20% | -$77.7K | 0.02% | 489 |
|
|
2020
Q4 | $210K | Buy |
+5,400
| New | +$126K | 0.01% | 501 |
|
Other funds holding MSTR
VPM
VCM
