Number of Shares
10,768.00
Current Holdings Value*
$3.10 Mil
% of Portfolio
5.74%
Total Estimate Gain
$6.70 Mil
% of Total Estimate Gain
204.09%

Global Insight Portfolio's Strategy Holding Summary

As of 2025-03-31, Global Insight Portfolio held 10,768.00 shares of Strategy(MSTR), totaling $3.10 Mil. This investment constitutes 5.74% of their stock portfolio, and Global Insight Portfolio now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2023Q1. And since then Global Insight Portfolio has made 5 purchases of MSTR, at an average price of $95.15, for a total of 34,497.00 shares. In addition, there have been 3 sales at an average price of $228.60 for 23,729.00 shares. Based on historical transaction data and MSTR's current price of $423.22, Global Insight Portfolio's estimated gain on his MSTR holdings is $6.70 Mil, reflecting a 204.09% gain to date.

Global Insight Portfolio MSTR ($423.22) Holding Chart

Global Insight Portfolio 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 %

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