MSTR MICROSTRATEGY INC

Ownership history in Farrell Financial LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in MICROSTRATEGY INC (MSTR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.84% (2025 Q2)
Avg. % of fund
0.57%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,100 0% 0.63% $999K $322.21
2025 Q2 ADDED 3,100 +115 +3.9% 0.84% $1.3M $404.23
2025 Q1 UNCHANGED 2,985 0% 0.63% $860K $288.27
2024 Q4 ADDED 2,985 +489 +19.6% 0.62% $865K $289.62
2024 Q3 ADDED 2,496 +2,278 +1045.0% 0.48% $675K $168.60
2024 Q2 INITIATED 218 0.23% $300K
% of Fund (quarterly)    MSTR price (monthly, adj. close)
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