Plante Moran Financial 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
2026
Q1
Sell
2025
Q4
$3.04K Hold
2025
Q3
$6.44K Hold
2025
Q2
$8.09K Sell
2025
Q1
$19.9K Hold
2024
Q4
$20K Buy
2024
Q3
$6.74K Buy
2024
Q2
$2.75K Buy
2020
Q4
Sell
2020
Q3
$4K Buy