United Capital Financial 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 | $1.52M | Buy |
3,757
+845
| +29% | +$342K | 0.01% | 496 |
|
|
2025
Q1 | $839K | Buy |
2,912
+620
| +27% | +$179K | 0.01% | 601 |
|
|
2024
Q4 | $664K | Sell |
2,292
-468
| -17% | -$136K | 0.01% | 648 |
|
|
2024
Q3 | $465K | Sell |
2,760
-260
| -9% | -$43.8K | ﹤0.01% | 746 |
|
|
2024
Q2 | $416K | Sell |
3,020
-200
| -6% | -$27.6K | ﹤0.01% | 748 |
|
|
2024
Q1 | $549K | Buy |
+3,220
| New | +$549K | ﹤0.01% | 710 |
|
|
2023
Q3 | – | Sell |
-31,500
| Closed | -$1.08M | – | 879 |
|
|
2023
Q2 | $1.08M | Sell |
31,500
-15,940
| -34% | -$546K | 0.01% | 539 |
|
|
2023
Q1 | $1.39M | Sell |
47,440
-58,190
| -55% | -$1.7M | 0.01% | 511 |
|
|
2022
Q4 | $1.5M | Sell |
105,630
-7,330
| -6% | -$104K | 0.01% | 538 |
|
|
2022
Q3 | $2.4M | Sell |
112,960
-1,450
| -1% | -$30.8K | 0.01% | 443 |
|
|
2022
Q2 | $1.88M | Buy |
114,410
+3,060
| +3% | +$50.3K | 0.01% | 504 |
|
|
2022
Q1 | $5.42M | Buy |
111,350
+5,300
| +5% | +$258K | 0.03% | 356 |
|
|
2021
Q4 | $5.77M | Buy |
106,050
+9,720
| +10% | +$529K | 0.03% | 354 |
|
|
2021
Q3 | $5.57M | Buy |
96,330
+6,740
| +8% | +$390K | 0.03% | 363 |
|
|
2021
Q2 | $5.95M | Buy |
89,590
+4,370
| +5% | +$290K | 0.03% | 355 |
|
|
2021
Q1 | $5.79M | Buy |
85,220
+31,920
| +60% | +$2.17M | 0.03% | 341 |
|
|
2020
Q4 | $2.07M | Buy |
+53,300
| New | +$2.07M | 0.01% | 496 |
|