Number of Shares
7,756.00
Current Holdings Value*
$2.24 Mil
% of Portfolio
1.12%
Total Estimate Gain
$717,352.44
% of Total Estimate Gain
29.13%

Vivid Wealth Management, LLC's Strategy Holding Summary

As of 2025-03-31, Vivid Wealth Management, LLC held 7,756.00 shares of Strategy(MSTR), totaling $2.24 Mil. This investment constitutes 1.12% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0% of the outstanding Strategy(MSTR) stock.

The initial trade took place in 2025Q1. And since then Vivid Wealth Management, LLC has made 1 purchases of MSTR, at an average price of $317.51, for a total of 7,756.00 shares. Based on historical transaction data and MSTR's current price of $410.00, Vivid Wealth Management, LLC's estimated gain on his MSTR holdings is $717,352.44, reflecting a 29.13% gain to date.

Vivid Wealth Management, LLC MSTR ($410.00) Holding Chart

Vivid Wealth Management, LLC MSTR ($410.00) 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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