MicroStrategy Incorporated shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in MicroStrategy Incorporated
Tip: Access up to 7 years of quarterly data
All positions including MicroStrategy Incorporated held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in MicroStrategy Incorporated by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 7.1k | 168.60 |
2024-06-30 | $807k | 586 | 1377.48 |
2024-03-31 | $932k | 547 | 1704.56 |
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