Finer Wealth Management, Inc. MSTR Holdings History
Number of Shares
22,929.00
Current Holdings Value*
$6.61 Mil
% of Portfolio
3.96%
Total Estimate Gain
$2.59 Mil
% of Total Estimate Gain
37.28%
Finer Wealth Management, Inc.'s Strategy Holding Summary
As of 2025-03-31, Finer Wealth Management, Inc. held 22,929.00 shares of Strategy(MSTR), totaling $6.61 Mil. This investment constitutes 3.96% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0.01% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2024Q4. And since then Finer Wealth Management, Inc. has made 2 purchases of MSTR, at an average price of $303.39, for a total of 22,929.00 shares. Based on historical transaction data and MSTR's current price of $416.51, Finer Wealth Management, Inc.'s estimated gain on his MSTR holdings is $2.59 Mil, reflecting a 37.28% gain to date.
Finer Wealth Management, Inc. MSTR ($416.51) Holding Chart
Finer Wealth Management, Inc. MSTR ($416.51) 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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