Valeo 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 | $1.41M | Sell |
3,499
-263
| -7% | -$106K | 0.03% | 217 |
|
|
2025
Q1 | $1.08M | Buy |
3,762
+1,785
| +90% | +$515K | 0.03% | 248 |
|
|
2024
Q4 | $572K | Buy |
1,977
+1,537
| +349% | +$445K | 0.02% | 376 |
|
|
2024
Q3 | $74.2K | Buy |
+440
| New | +$74.2K | ﹤0.01% | 674 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 1224 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1623 |
|