MSTR MICROSTRATEGY INC

Ownership history in Wallace Hart LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Wallace Hart 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
4.06% (2025 Q1)
Avg. % of fund
1.74%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,440 +500 +6.3% 0.95% $1.3M $151.95
2025 Q3 REDUCED 7,940 -2,953 -27.1% 1.88% $2.6M $322.21
2025 Q2 ADDED 10,893 +5,291 +94.4% 3.50% $4.4M $404.23
2025 Q1 ADDED 5,602 +500 +9.8% 4.06% $1.6M $288.27
2024 Q4 ADDED 5,102 +2,102 +70.1% 1.18% $1.5M $289.62
2024 Q3 ADDED 3,000 +2,800 +1400.0% 0.38% $506K $168.60
2024 Q2 INITIATED 200 0.21% $275K
% of Fund (quarterly)    MSTR price (monthly, adj. close)
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