Compass Ion Advisors, LLC MSTR Holdings History
Compass Ion Advisors, LLC's Strategy Holding Summary
As of 2025-06-30, Compass Ion Advisors, LLC held 50,248.00 shares of Strategy(MSTR), totaling $20.31 Mil. This investment constitutes 2.2% of their stock portfolio, and Compass Ion Advisors, LLC now holds 0.02% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2023Q3. And since then Compass Ion Advisors, LLC has made 4 purchases of MSTR, at an average price of $41.26, for a total of 91,944.00 shares. In addition, there have been 3 sales at an average price of $308.12 for 41,696.00 shares. Based on historical transaction data and MSTR's current price of $423.22, Compass Ion Advisors, LLC's estimated gain on his MSTR holdings is $30.32 Mil, reflecting a 799.16% gain to date.
Compass Ion Advisors, LLC MSTR ($423.22) Holding Chart
Compass Ion Advisors, LLC MSTR ($423.22) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
