Perennial Investment 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
Q2
$2.5M Sell
2025
Q1
$2.01M Buy
2024
Q4
$1.69M Buy
2024
Q3
$841K Buy
2024
Q2
$628K Buy
2024
Q1
$223K Buy
2022
Q4
Sell
2022
Q3
$205K Buy
2022
Q2
Sell
2022
Q1
$469K Sell
2021
Q4
$596K Sell
2021
Q3
$640K Buy
2021
Q2
$719K Sell
2021
Q1
$782K Buy