United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.42M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $839K | Buy |
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|
2024
Q4 | $664K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.08M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $2.4M | Sell |
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|
2022
Q2 | $1.88M | Buy |
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|
2022
Q1 | $5.42M | Buy |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $5.57M | Buy |
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|
2021
Q2 | $5.95M | Buy |
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|
2021
Q1 | $5.79M | Buy |
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|
2020
Q4 | $2.07M | Buy |
|