Mutual 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 | $548K | Buy |
1,350
+27
| +2% | +$11K | 0.01% | 743 |
|
|
2025
Q1 | $488K | Buy |
1,323
+471
| +55% | +$174K | 0.01% | 720 |
|
|
2024
Q4 | $313K | Buy |
+852
| New | +$313K | 0.01% | 873 |
|
|
2021
Q4 | – | Sell |
-3,750
| Closed | -$217K | – | 915 |
|
|
2021
Q3 | $217K | Sell |
3,750
-130
| -3% | -$7.52K | 0.01% | 799 |
|
|
2021
Q2 | $258K | Buy |
3,880
+190
| +5% | +$12.6K | 0.02% | 717 |
|
|
2021
Q1 | $250K | Sell |
3,690
-1,480
| -29% | -$100K | 0.02% | 670 |
|
|
2020
Q4 | $201K | Buy |
+5,170
| New | +$201K | 0.01% | 704 |
|