SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $2.08M | Sell |
5,157
-525
| -9% | -$212K | 0.46% | 63 |
|
|
2025
Q1 | $1.64M | Buy |
5,682
+302
| +6% | +$87.1K | 0.39% | 70 |
|
|
2024
Q4 | $1.56M | Buy |
5,380
+50
| +0.9% | +$14.5K | 0.38% | 70 |
|
|
2024
Q3 | $899K | Buy |
5,330
+4,797
| +900% | +$809K | 0.23% | 83 |
|
|
2024
Q2 | $734K | Hold |
533
| – | – | 0.2% | 86 |
|
|
2024
Q1 | $909K | Hold |
533
| – | – | 0.26% | 83 |
|
|
2023
Q4 | $337K | Buy |
+533
| New | +$337K | 0.1% | 110 |
|
|
2022
Q3 | – | Sell |
-248
| Closed | -$41K | – | 351 |
|
|
2022
Q2 | $41K | Hold |
248
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $121K | Buy |
248
+35
| +16% | +$17.1K | 0.03% | 177 |
|
|
2021
Q4 | $116K | Buy |
213
+18
| +9% | +$9.8K | 0.03% | 181 |
|
|
2021
Q3 | $113K | Buy |
195
+20
| +11% | +$11.6K | 0.03% | 184 |
|
|
2021
Q2 | $116K | Buy |
175
+15
| +9% | +$9.94K | 0.03% | 185 |
|
|
2021
Q1 | $109K | Buy |
160
+35
| +28% | +$23.8K | 0.04% | 183 |
|
|
2020
Q4 | $49K | Buy |
+125
| New | +$49K | 0.02% | 226 |
|