Moneta Group Investment Advisors’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 | $566K | Buy |
1,399
+126
| +10% | +$50.9K | 0.01% | 412 |
|
|
2025
Q1 | $367K | Buy |
1,273
+284
| +29% | +$81.9K | 0.01% | 486 |
|
|
2024
Q4 | $286K | Buy |
+989
| New | +$286K | ﹤0.01% | 540 |
|
|
2024
Q3 | – | Sell |
-17,300
| Closed | -$238K | – | 662 |
|
|
2024
Q2 | $238K | Sell |
17,300
-700
| -4% | -$9.64K | ﹤0.01% | 541 |
|
|
2024
Q1 | $307K | Buy |
+18,000
| New | +$307K | 0.01% | 477 |
|
|
2022
Q2 | – | Sell |
-4,400
| Closed | -$214K | – | 489 |
|
|
2022
Q1 | $214K | Buy |
+4,400
| New | +$214K | 0.01% | 416 |
|
|
2021
Q2 | – | Sell |
-11,200
| Closed | -$760K | – | 456 |
|
|
2021
Q1 | $760K | Buy |
+11,200
| New | +$760K | 0.04% | 204 |
|