Principal Securities’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 | $670K | Buy |
1,657
+446
| +37% | +$180K | 0.01% | 743 |
|
2025
Q1 | $351K | Hold |
1,211
| – | – | 0.01% | 908 |
|
2024
Q4 | $351K | Buy |
1,211
+688
| +132% | +$199K | 0.01% | 903 |
|
2024
Q3 | $88.2K | Buy |
523
+53
| +11% | +$8.94K | ﹤0.01% | 1457 |
|
2024
Q2 | $64.7K | Hold |
470
| – | – | ﹤0.01% | 1496 |
|
2024
Q1 | $80.1K | Sell |
470
-20
| -4% | -$3.41K | ﹤0.01% | 1368 |
|
2023
Q4 | $30.9K | Buy |
+490
| New | +$30.9K | ﹤0.01% | 1703 |
|