PIA
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 |
|