WR Wealth Planners’s Strategy Inc MSTR Stock Holding History

WR Wealth Planners’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$75.3K	Buy	260 +48	+23%	+$14.4K	0.02%	272
2024 Q3	$35.7K	Sell	212 -8	-4%	-$1.14K	0.01%	384
2024 Q2	$30.3K	Sell	220 -130	-37%	-$18.7K	0.01%	390
2024 Q1	$59.7K	Buy	+350	New	+$31.9K	0.02%	311
2023 Q2	–	Sell	-5,260	Closed	-$154K	–	948
2023 Q1	$154K	Buy	+5,260	New	+$128K	0.07%	184
2022 Q3	–	Sell	-290	Closed	-$4.76K	–	542
2022 Q2	$4.76K	Hold	290	–	–	﹤0.01%	345
2022 Q1	$14.1K	Buy	+290	New	+$12.6K	0.01%	267

Other funds holding MSTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSD

Clear Street Derivatives New York $12.4M AUM 1.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

WR Wealth Planners's MSTR Position: Q4 2024 in Review

WR Wealth Planners increased its Strategy Inc (MSTR) stake by 23% in Q4 2024, buying an estimated $14.4K and bringing the position to 260 shares worth $75.3K. The position accounts for 0.02% of the portfolio, ranked #272.

WR Wealth Planners first reported a position in MSTR in Q1 2022 and has held it in 7 quarters since. The position peaked at $154K in Q1 2023. 990 funds tracked by Wall St. Rank hold MSTR as of Q4 2024.

WR Wealth Planners held 260 shares of Strategy Inc worth $75.3K as of Q4 2024.
WR Wealth Planners bought 48 Strategy Inc shares in Q4 2024, an estimated $14.4K.
Strategy Inc made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #272 holding.
WR Wealth Planners first reported a position in Strategy Inc in Q1 2022 and has held it in 7 quarters since.
WR Wealth Planners's Strategy Inc position peaked at $154K in Q1 2023.
990 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.