NewEdge 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
2025
Q3
$16.7M Buy
2025
Q2
$20.2M Buy
2025
Q1
$13.4M Buy
2024
Q4
$12.5M Buy
2024
Q3
$4.49M Buy
2024
Q2
$2.4M Buy
2024
Q1
$1.99M Buy
2023
Q4
$436K Buy
2023
Q3
$211K Buy
2023
Q2
$186K Sell
2023
Q1
$210K Sell
2022
Q4
$1.52K Buy
2022
Q1
Sell
2021
Q4
$322K Sell
2021
Q3
$374K Sell
2021
Q2
$492K Sell
2021
Q1
$689K Sell
2020
Q4
$431K Buy