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