Robertson Stephens Wealth Management’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 | $237K | Buy |
+587
| New | +$237K | 0.01% | 500 |
|
|
2025
Q1 | – | Sell |
-829
| Closed | -$240K | – | 572 |
|
|
2024
Q4 | $240K | Buy |
+829
| New | +$240K | 0.01% | 514 |
|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$205K | – | 518 |
|
|
2024
Q1 | $205K | Buy |
+1,200
| New | +$205K | 0.01% | 480 |
|