Capstone Financial Advisors, Inc. MSTR Holdings History
Capstone Financial Advisors, Inc.'s Strategy Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held - shares of Strategy(MSTR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2024Q2. And since then Capstone Financial Advisors, Inc. has made 3 purchases of MSTR, at an average price of $164.40, for a total of 6,716.00 shares. In addition, there have been 1 sales at an average price of $317.51 for 6,716.00 shares. Based on historical transaction data and MSTR's current price of $455.90, Capstone Financial Advisors, Inc.'s estimated gain on his MSTR holdings is $1.03 Mil, reflecting a 93.13% gain to date.
Capstone Financial Advisors, Inc. MSTR ($455.90) Holding Chart
Capstone Financial Advisors, Inc. MSTR ($455.90) 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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