Number of Shares
7,955.00
Current Holdings Value*
$2.29 Mil
% of Portfolio
0.31%
Total Estimate Gain
$840,923.05
% of Total Estimate Gain
33.29%

MONOGRAPH WEALTH ADVISORS, LLC's Strategy Holding Summary

As of 2025-03-31, MONOGRAPH WEALTH ADVISORS, LLC held 7,955.00 shares of Strategy(MSTR), totaling $2.29 Mil. This investment constitutes 0.31% of their stock portfolio, and MONOGRAPH WEALTH ADVISORS, LLC now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then MONOGRAPH WEALTH ADVISORS, LLC has made 1 purchases of MSTR, at an average price of $317.51, for a total of 7,955.00 shares. Based on historical transaction data and MSTR's current price of $423.22, MONOGRAPH WEALTH ADVISORS, LLC's estimated gain on his MSTR holdings is $840,923.05, reflecting a 33.29% gain to date.

MONOGRAPH WEALTH ADVISORS, LLC MSTR ($423.22) Holding Chart

MONOGRAPH WEALTH 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 %

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