A detailed history of Trek Financial, LLC transactions in Microstrategy Inc stock. As of the latest transaction made, Trek Financial, LLC holds 1,763 shares of MSTR stock, worth $352,159. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,763
Previous 2,029 13.11%
Holding current value
$352,159
Previous $820,000 30.73%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025

SELL
$300.7 - $455.9 $79,986 - $121,269
-266 Reduced 13.11%
1,763 $568,000
Q2 2025

Aug 13, 2025

BUY
$237.95 - $421.61 $45,924 - $81,370
193 Added 10.51%
2,029 $820,000
Q1 2025

Apr 30, 2025

BUY
$239.27 - $396.5 $118,199 - $195,871
494 Added 36.81%
1,836 $529,000
Q4 2024

Feb 13, 2025

BUY
$162.69 - $473.83 $218,329 - $635,879
1,342 New
1,342 $388,000

Others Institutions Holding MSTR

About MICROSTRATEGY Inc


  • Ticker MSTR
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 9,342,090
  • Market Cap $1.87B
  • Description
  • MicroStrategy Incorporated provides enterprise analytics software and services worldwide. It offers MicroStrategy, an enterprise platform, which provides a modern analytics experience by delivering insights across multiple devices to users via hyperintelligence products, visualization and reporting capabilities, mobility features, and custom app...
More about MSTR
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