MSTR MICROSTRATEGY INC

Ownership history in Plancorp, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Plancorp, 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
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,478 -1 -0.0% 0.03% $798K $322.21
2025 Q2 ADDED 2,479 +10 +0.4% 0.03% $1.0M $404.23
2025 Q1 REDUCED 2,469 -13 -0.5% 0.03% $712K $288.27
2024 Q4 ADDED 2,482 +220 +9.7% 0.03% $719K $289.62
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MSTR price (monthly, adj. close)
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