The U.S. Equity Portfolio MSTR Holdings History
The U.S. Equity Portfolio's Strategy Holding Summary
As of 2025-03-31, The U.S. Equity Portfolio held 29,654.00 shares of Strategy(MSTR), totaling $8.55 Mil. This investment constitutes 0.5% of their stock portfolio, and The U.S. Equity Portfolio now holds 0.01% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2024Q2. And since then The U.S. Equity Portfolio has made 2 purchases of MSTR, at an average price of $275.29, for a total of 29,654.00 shares. Based on historical transaction data and MSTR's current price of $451.02, The U.S. Equity Portfolio's estimated gain on his MSTR holdings is $5.21 Mil, reflecting a 63.84% gain to date.
The U.S. Equity Portfolio MSTR ($451.02) Holding Chart
The U.S. Equity Portfolio MSTR ($451.02) 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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