Palisades Hudson Asset Management’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
Q2 | $408K | Sell |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $465K | Hold |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $455K | Sell |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $359K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $233K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $233K | Hold |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $233K | Hold |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $342K | Hold |
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|
2016
Q4 | $359K | Hold |
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|
2016
Q3 | $305K | Hold |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $342K | Hold |
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|
2015
Q4 | $341K | Sell |
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|
2015
Q3 | $425K | Hold |
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|
2015
Q2 | $367K | Sell |
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|
2015
Q1 | $374K | Hold |
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|
2014
Q4 | $359K | Hold |
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|
2014
Q3 | $289K | Buy |
|