MSTR MICROSTRATEGY INC

Ownership history in King Wealth Management Group  ·  13 quarters on record

This page tracks every 13F SEC filing in which King Wealth Management Group 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
0.13% (2023 Q4)
Avg. % of fund
0.06%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 654 0% 0.03% $211K $322.21
2025 Q2 REDUCED 654 -59 -8.3% 0.04% $264K $404.23
2025 Q1 REDUCED 713 -391 -35.4% 0.03% $206K $288.27
2023 Q4 ADDED 1,104 +130 +13.3% 0.13% $697K $63.16
2023 Q3 UNCHANGED 974 0% 0.07% $320K $32.83
2023 Q2 UNCHANGED 974 0% 0.07% $334K $34.24
2023 Q1 UNCHANGED 974 0% 0.06% $285K $29.23
2022 Q3 ADDED 974 +17 +1.8% 0.05% $207K $21.23
2022 Q1 ADDED 957 +250 +35.4% 0.09% $465K $48.63
2021 Q4 UNCHANGED 707 0% 0.07% $385K $54.45
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% of Fund (quarterly)    MSTR price (monthly, adj. close)
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