Plante Moran Financial Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.09K | Sell |
20
-49
| -71% | -$19.8K | ﹤0.01% | 590 |
|
|
2025
Q1 | $19.9K | Hold |
69
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $20K | Buy |
69
+29
| +73% | +$8.4K | ﹤0.01% | 486 |
|
|
2024
Q3 | $6.74K | Buy |
40
+20
| +100% | +$3.37K | ﹤0.01% | 648 |
|
|
2024
Q2 | $2.76K | Buy |
+20
| New | +$2.76K | ﹤0.01% | 693 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$4K | – | 970 |
|
|
2020
Q3 | $4K | Buy |
+250
| New | +$4K | ﹤0.01% | 718 |
|