Kestra Private Wealth Services’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.71M | Buy |
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|
2025
Q2 | $6.92M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $868K | Sell |
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|
2024
Q2 | $1.07M | Buy |
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|
2024
Q1 | $499K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $278K | Sell |
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|
2021
Q3 | $309K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $347K | Sell |
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|
2020
Q4 | $718K | Buy |
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