Inception Portfolio MSTR Holdings History
Inception Portfolio's Strategy Holding Summary
As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND INC held 40,822.00 shares of Strategy(MSTR), totaling $11.77 Mil. This investment constitutes 3.91% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND INC now holds 0.01% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2020Q3. And since then Inception Portfolio has made 7 purchases of MSTR, at an average price of $27.40, for a total of 1.09 Mil shares. In addition, there have been 9 sales at an average price of $87.06 for 1.05 Mil shares. Based on historical transaction data and MSTR's current price of $395.67, Inception Portfolio's estimated gain on his MSTR holdings is $77.49 Mil, reflecting a 259.97% gain to date.
Inception Portfolio MSTR ($395.67) Holding Chart
Inception Portfolio MSTR ($395.67) 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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