Rise 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 | $5.26K | Buy |
13
+9
| +225% | +$3.64K | ﹤0.01% | 1155 |
|
|
2025
Q1 | $1.15K | Sell |
4
-186
| -98% | -$53.6K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $55K | Sell |
190
-25
| -12% | -$7.24K | 0.03% | 212 |
|
|
2024
Q3 | $36.2K | Buy |
215
+25
| +13% | +$4.22K | 0.02% | 324 |
|
|
2024
Q2 | $26.2K | Sell |
190
-10
| -5% | -$1.38K | 0.01% | 451 |
|
|
2024
Q1 | $34.1K | Buy |
200
+140
| +233% | +$23.9K | 0.02% | 326 |
|
|
2023
Q4 | $3.79K | Hold |
60
| – | – | ﹤0.01% | 403 |
|
|
2023
Q3 | $1.97K | Buy |
+60
| New | +$1.97K | ﹤0.01% | 467 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$1K | – | 725 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 620 |
|
|
2021
Q4 | $1.63K | Buy |
+30
| New | +$1.63K | ﹤0.01% | 557 |
|