J.P. Morgan Private Wealth Advisors’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1M | Sell |
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|
2022
Q4 | $494K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $6.24M | Sell |
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|
2021
Q4 | $23.5M | Sell |
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|
2021
Q3 | $30.6M | Buy |
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|
2021
Q2 | $31.7M | Buy |
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|
2021
Q1 | $28.1M | Buy |
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|
2020
Q4 | $9.85M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $725K | Sell |
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|
2016
Q4 | $763K | Hold |
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|
2016
Q3 | $647K | Buy |
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|
2016
Q2 | $562K | Hold |
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|
2016
Q1 | $577K | Buy |
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|
2015
Q4 | $548K | Hold |
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|
2015
Q3 | $600K | Sell |
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|
2015
Q2 | $763K | Hold |
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|
2015
Q1 | $759K | Sell |
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|
2014
Q4 | $749K | Sell |
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|
2014
Q3 | $777K | Sell |
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|
2014
Q2 | $975K | Buy |
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|
2014
Q1 | $798K | Buy |
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