Advantage Portfolio MSTR Holdings History

Number of Shares
36,358.00
Current Holdings Value*
$10.48 Mil
% of Portfolio
5.81%
Total Estimate Gain
$11.81 Mil
% of Total Estimate Gain
101.55%

Advantage Portfolio's Strategy Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 36,358.00 shares of Strategy(MSTR), totaling $10.48 Mil. This investment constitutes 5.81% 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 3 purchases of MSTR, at an average price of $164.44, for a total of 70,742.00 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 $388.35, Advantage Portfolio's estimated gain on his MSTR holdings is $11.81 Mil, reflecting a 101.55% gain to date.

Advantage Portfolio MSTR ($388.35) Holding Chart

Advantage Portfolio MSTR ($388.35) 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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