HOWE & RUSLING INC MSTR Holdings History

Number of Shares
21,322.00
Current Holdings Value*
$6.15 Mil
% of Portfolio
0.52%
Total Estimate Gain
$5.29 Mil
% of Total Estimate Gain
55.25%

HOWE & RUSLING INC's Strategy Holding Summary

As of 2025-03-31, HOWE & RUSLING INC held 21,322.00 shares of Strategy(MSTR), totaling $6.15 Mil. This investment constitutes 0.52% of their stock portfolio, and HOWE & RUSLING INC now holds 0.01% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2024Q2. And since then HOWE & RUSLING INC has made 2 purchases of MSTR, at an average price of $234.76, for a total of 40,782.00 shares. In addition, there have been 2 sales at an average price of $269.26 for 19,460.00 shares. Based on historical transaction data and MSTR's current price of $451.34, HOWE & RUSLING INC's estimated gain on his MSTR holdings is $5.29 Mil, reflecting a 55.25% gain to date.

HOWE & RUSLING INC MSTR ($451.34) Holding Chart

HOWE & RUSLING INC MSTR ($451.34) 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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