Avantax Advisory Services, Inc. Microstrategy Inc Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Microstrategy Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 49,309 shares of MSTR stock, worth $19.4 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

49,309

Previous 48,021 2.68%

Holding current value

$19.4 Million

Previous $13.8 Million 43.99%

% of portfolio

0.11%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$237.95 - $421.61 $306,479 - $543,033	1,288 Added 2.68%	49,309 $19.9 Million
Q1 2025 May 06, 2025	BUY	$239.27 - $396.5 $938,656 - $1.56 Million	3,923 Added 8.9%	48,021 $13.8 Million
Q4 2024 Feb 07, 2025	SELL	$162.69 - $473.83 $363,124 - $1.06 Million	-2,232 Reduced 4.82%	44,098 $12.8 Million
Q3 2024 Nov 13, 2024	BUY	$114.3 - $1800.09 $4.88 Million - $76.9 Million	42,701 Added 1176.66%	46,330 $7.81 Million
Q2 2024 Aug 09, 2024	BUY	$1028.27 - $1727.24 $392,799 - $659,805	382 Added 11.76%	3,629 $5 Million
Q1 2024 May 08, 2024	SELL	$450.19 - $1919.16 $375,008 - $1.6 Million	-833 Reduced 20.42%	3,247 $5.53 Million
Q4 2023 Feb 07, 2024	BUY	$311.33 - $670.71 $75,030 - $161,641	241 Added 6.28%	4,080 $2.58 Million
Q3 2023 Nov 07, 2023	BUY	$315.63 - $461.83 $17,044 - $24,938	54 Added 1.43%	3,839 $1.26 Million
Q2 2023 Aug 11, 2023	BUY	$271.0 - $342.42 $73,983 - $93,480	273 Added 7.77%	3,785 $1.3 Million
Q1 2023 Apr 28, 2023	SELL	$145.02 - $298.4 $97,598 - $200,823	-673 Reduced 16.08%	3,512 $1.03 Million
Q4 2022 Feb 13, 2023	BUY	$136.63 - $279.99 $151,112 - $309,668	1,106 Added 35.92%	4,185 $592,000
Q3 2022 Nov 01, 2022	BUY	$166.77 - $352.84 $9,505 - $20,111	57 Added 1.89%	3,079 $654,000
Q2 2022 Aug 02, 2022	BUY	$152.15 - $501.26 $216,205 - $712,290	1,421 Added 88.76%	3,022 $497,000
Q1 2022 Apr 27, 2022	BUY	$319.45 - $558.26 $140,877 - $246,192	441 Added 38.02%	1,601 $774,000
Q4 2021 Jan 24, 2022	BUY	$544.49 - $860.0 $299,469 - $473,000	550 Added 90.16%	1,160 $632,000
Q3 2021 Oct 21, 2021	BUY	$498.72 - $767.73 $24,437 - $37,618	49 Added 8.73%	610 $352,000
Q2 2021 Jul 29, 2021	BUY	$450.52 - $848.54 $252,741 - $476,030	561 New	561 $373,000

Others Institutions Holding MSTR

# of Institutions

1,347

Shares Held

118M

Call Options Held

61.7M

Put Options Held

83.7M

View Full List

About MICROSTRATEGY Inc

Ticker MSTR
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 9,342,090
Market Cap $3.68B
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...

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Avantax Advisory Services, Inc. Microstrategy Inc Transaction History