Advantage Portfolio MSTR Holdings History

Number of Shares
14,227.00
Current Holdings Value*
$4.12 Mil
% of Portfolio
2.16%
Total Estimate Gain
$10.11 Mil
% of Total Estimate Gain
219.59%

Advantage Portfolio's Strategy Holding Summary

As of 2024-12-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 14,227.00 shares of Strategy(MSTR), totaling $4.12 Mil. This investment constitutes 2.16% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.01% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2024Q1. And since then Advantage Portfolio has made 2 purchases of MSTR, at an average price of $94.76, for a total of 48,611.00 shares. In addition, there have been 2 sales at an average price of $271.24 for 34,384.00 shares. Based on historical transaction data and MSTR's current price of $379.20, Advantage Portfolio's estimated gain on his MSTR holdings is $10.11 Mil, reflecting a 219.59% gain to date.

Advantage Portfolio MSTR ($379.20) Holding Chart

Advantage Portfolio MSTR ($379.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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