Coastal Investment Advisors, Inc. Microstrategy Inc Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Microstrategy Inc stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 14,762 shares of MSTR stock, worth $5.14 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares

14,762

Previous 12,306 19.96%

Holding current value

$5.14 Million

Previous $2.07 Million 106.12%

% of portfolio

1.83%

Previous 0.98%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$162.69 - $473.83 $399,566 - $1.16 Million	2,456 Added 19.96%	14,762 $4.28 Million
Q3 2024 Oct 29, 2024	BUY	$114.3 - $1800.09 $1.21 Million - $19.1 Million	10,617 Added 628.6%	12,306 $2.07 Million
Q2 2024 Jul 15, 2024	BUY	$1028.27 - $1727.24 $621,075 - $1.04 Million	604 Added 55.67%	1,689 $2.33 Million
Q1 2024 Apr 19, 2024	SELL	$450.19 - $1919.16 $1.92 Million - $8.2 Million	-4,273 Reduced 79.75%	1,085 $1.85 Million
Q4 2023 Jan 19, 2024	BUY	$311.33 - $670.71 $90,597 - $195,176	291 Added 5.74%	5,358 $3.38 Million
Q2 2023 Aug 09, 2023	SELL	$271.0 - $342.42 $813 - $1,027	-3 Reduced 0.06%	5,067 $1.74 Million
Q1 2023 May 05, 2023	BUY	$145.02 - $298.4 $37,995 - $78,180	262 Added 5.45%	5,070 $1.48 Million
Q4 2022 Feb 10, 2023	SELL	$136.63 - $279.99 $1,366 - $2,799	-10 Reduced 0.21%	4,808 $680,000
Q3 2022 Oct 27, 2022	BUY	$166.77 - $352.84 $500 - $1,058	3 Added 0.06%	4,818 $1.02 Million
Q2 2022 Aug 09, 2022	SELL	$152.15 - $501.26 $75,009 - $247,121	-493 Reduced 9.29%	4,815 $803,000
Q1 2022 Apr 13, 2022	SELL	$319.45 - $558.26 $210,517 - $367,893	-659 Reduced 11.04%	5,308 $2.58 Million
Q4 2021 Jan 18, 2022	SELL	$544.49 - $860.0 $86,573 - $136,740	-159 Reduced 2.6%	5,967 $3.25 Million
Q3 2021 Oct 18, 2021	BUY	$498.72 - $767.73 $433,387 - $667,157	869 Added 16.53%	6,126 $3.54 Million
Q2 2021 Jul 15, 2021	BUY	$450.52 - $848.54 $144,166 - $271,532	320 Added 6.48%	5,257 $3.49 Million
Q1 2021 Apr 12, 2021	BUY	$425.22 - $1272.94 $2.1 Million - $6.28 Million	4,937 New	4,937 $3.35 Million

Others Institutions Holding MSTR

# of Institutions

894

Shares Held

82M

Call Options Held

32.6M

Put Options Held

59M

View Full List

About MICROSTRATEGY Inc

Ticker MSTR
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 9,342,090
Market Cap $3.25B
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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Coastal Investment Advisors, Inc. Microstrategy Inc Transaction History