Number of Shares
3,950.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.69%
Total Estimate Gain
$537,485.19
% of Total Estimate Gain
42.86%

Chokshi & Queen Wealth Advisors, Inc's Strategy Holding Summary

As of 2025-03-31, Chokshi & Queen Wealth Advisors, Inc held 3,950.00 shares of Strategy(MSTR), totaling $1.14 Mil. This investment constitutes 0.69% of their stock portfolio, and Chokshi & Queen Wealth Advisors, Inc now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then Chokshi & Queen Wealth Advisors, Inc has made 1 purchases of MSTR, at an average price of $317.51, for a total of 3,950.00 shares. Based on historical transaction data and MSTR's current price of $453.58, Chokshi & Queen Wealth Advisors, Inc's estimated gain on his MSTR holdings is $537,485.19, reflecting a 42.86% gain to date.

Chokshi & Queen Wealth Advisors, Inc MSTR ($453.58) Holding Chart

Chokshi & Queen Wealth Advisors, Inc MSTR ($453.58) 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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