PIA
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Perennial Investment Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.5M Sell
6,182
-779
-11% -$315K 0.24% 85
2025
Q1
$2.01M Buy
6,961
+1,138
+20% +$328K 0.23% 83
2024
Q4
$1.69M Buy
5,823
+834
+17% +$242K 0.2% 92
2024
Q3
$841K Buy
4,989
+4,533
+994% +$764K 0.11% 163
2024
Q2
$628K Buy
456
+325
+248% +$448K 0.09% 171
2024
Q1
$223K Buy
+131
New +$223K 0.03% 300
2022
Q4
Sell
-968
Closed -$205K 227
2022
Q3
$205K Buy
+968
New +$205K 0.09% 180
2022
Q2
Sell
-968
Closed -$469K 213
2022
Q1
$469K Sell
968
-125
-11% -$60.6K 0.15% 121
2021
Q4
$596K Sell
1,093
-13
-1% -$7.09K 0.19% 100
2021
Q3
$640K Buy
1,106
+24
+2% +$13.9K 0.23% 95
2021
Q2
$719K Sell
1,082
-70
-6% -$46.5K 0.26% 84
2021
Q1
$782K Buy
+1,152
New +$782K 0.31% 70