Level Four Advisory 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
Q4
Sell
-749
Closed -$241K 867
2025
Q3
$241K Buy
749
+40
+6% +$14.8K 0.01% 725
2025
Q2
$287K Sell
709
-25
-3% -$9.11K 0.01% 658
2025
Q1
$212K Buy
+734
New +$233K 0.01% 710

Other funds holding MSTR

Level Four Advisory Services's MSTR Position: Q4 2025 in Review

Level Four Advisory Services sold out of Strategy Inc (MSTR) in Q4 2025, closing a stake of 749 shares — an estimated $241K sold.

Level Four Advisory Services first reported a position in MSTR in Q1 2025 and held it in 3 quarters. The position peaked at $287K in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • Level Four Advisory Services reported no remaining Strategy Inc position as of Q4 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 749 Strategy Inc shares in Q4 2025, an estimated $241K.
  • Level Four Advisory Services first reported a position in Strategy Inc in Q1 2025 and held it in 3 quarters.
  • Level Four Advisory Services's Strategy Inc position peaked at $287K in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.