A detailed history of Avantax Planning Partners, Inc. transactions in Microstrategy Inc stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,206 shares of MSTR stock, worth $380,456. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,165 3.52%
Holding current value
$380,456
Previous $335,000 45.37%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$237.95 - $421.61 $9,755 - $17,286
41 Added 3.52%
1,206 $487,000
Q1 2025

Apr 28, 2025

SELL
$239.27 - $396.5 $2,392 - $3,965
-10 Reduced 0.85%
1,165 $335,000
Q4 2024

Feb 07, 2025

BUY
$162.69 - $473.83 $191,160 - $556,750
1,175 New
1,175 $340,000
Q1 2024

May 02, 2024

BUY
$450.19 - $1919.16 $58,974 - $251,409
131 New
131 $223,000

Others Institutions Holding MSTR

About MICROSTRATEGY Inc


  • Ticker MSTR
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 9,342,090
  • Market Cap $2.95B
  • 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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.