A detailed history of Geneos Wealth Management Inc. transactions in Microstrategy Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 874 shares of MSTR stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
874
Previous 1,261 30.69%
Holding current value
$1.2 Million
Previous $796,000 87.06%
% of portfolio
0.07%
Previous 0.04%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$450.19 - $1919.16 $174,223 - $742,714
-387 Reduced 30.69%
874 $1.49 Million
Q4 2023

Jan 26, 2024

BUY
$311.33 - $670.71 $33,000 - $71,095
106 Added 9.18%
1,261 $796,000
Q3 2023

Oct 11, 2023

SELL
$315.63 - $461.83 $7,575 - $11,083
-24 Reduced 2.04%
1,155 $379,000
Q2 2023

Aug 08, 2023

SELL
$271.0 - $342.42 $6,233 - $7,875
-23 Reduced 1.91%
1,179 $403,000
Q1 2023

Apr 25, 2023

SELL
$145.02 - $298.4 $14,937 - $30,735
-103 Reduced 7.89%
1,202 $351,000
Q4 2022

Jan 30, 2023

BUY
$136.63 - $279.99 $49,186 - $100,796
360 Added 38.1%
1,305 $184,000
Q3 2022

Nov 14, 2022

SELL
$166.77 - $352.84 $5,003 - $10,585
-30 Reduced 3.08%
945 $200,000
Q2 2022

Jul 22, 2022

BUY
$152.15 - $501.26 $10,194 - $33,584
67 Added 7.38%
975 $160,000
Q1 2022

May 16, 2022

BUY
$319.45 - $558.26 $13,097 - $22,888
41 Added 4.73%
908 $441,000
Q4 2021

Feb 09, 2022

BUY
$544.49 - $860.0 $66,427 - $104,920
122 Added 16.38%
867 $472,000
Q3 2021

Nov 09, 2021

BUY
$498.72 - $767.73 $123,682 - $190,397
248 Added 49.9%
745 $470,000
Q2 2021

Jul 08, 2021

BUY
$450.52 - $848.54 $47,304 - $89,096
105 Added 26.79%
497 $315,000
Q1 2021

Jun 17, 2021

BUY
$425.22 - $1272.94 $91,847 - $274,955
216 Added 122.73%
392 $257,000
Q4 2020

May 19, 2021

BUY
$146.46 - $389.97 $25,776 - $68,634
176 New
176 $111,000
Q4 2016

Sep 07, 2021

SELL
N/A
-60 Closed
0 $0
Q3 2016

Sep 07, 2021

BUY
N/A
60
60 $10,000

Others Institutions Holding MSTR

About MICROSTRATEGY Inc


  • Ticker MSTR
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 9,342,090
  • Market Cap $12.9B
  • 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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