Number of Shares
18,866.00
Current Holdings Value*
$5.44 Mil
% of Portfolio
0.95%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
30.16%

Sloy Dahl & Holst, LLC's Strategy Holding Summary

As of 2025-03-31, Sloy Dahl & Holst, LLC held 18,866.00 shares of Strategy(MSTR), totaling $5.44 Mil. This investment constitutes 0.95% of their stock portfolio, and Sloy Dahl & Holst, LLC now holds 0.01% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2024Q4. And since then Sloy Dahl & Holst, LLC has made 2 purchases of MSTR, at an average price of $304.97, for a total of 18,866.00 shares. Based on historical transaction data and MSTR's current price of $396.94, Sloy Dahl & Holst, LLC's estimated gain on his MSTR holdings is $1.74 Mil, reflecting a 30.16% gain to date.

Sloy Dahl & Holst, LLC MSTR ($396.94) Holding Chart

Sloy Dahl & Holst, LLC MSTR ($396.94) 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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