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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

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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

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Quarterly 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