MicroStrategy Incorporated shares owned by CWM Advisors
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by CWM Advisors
from 13F filings
Historical chart of CWM Advisors investment in MicroStrategy Incorporated
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Quarterly reported holdings in MicroStrategy Incorporated by CWM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $2.6M | 17k | 153.09 |
| 2026-06-30 | $1.3M | 15k | 86.93 |
| 2026-03-31 | $3.7k | 30 | 124.10 |
| 2025-12-31 | $4.2k | 28 | 150.07 |
| 2024-06-30 | $344k | 250 | 1375.17 |
| 2024-03-31 | $354k | 208 | 1701.13 |
| 2023-12-31 | $393k | 622 | 631.19 |
| 2023-09-30 | $312k | 950 | 328.13 |
| 2023-06-30 | $317k | 927 | 342.27 |
| 2023-03-31 | $273k | 933 | 292.19 |
| 2022-12-31 | $242k | 1.7k | 141.54 |
| 2022-09-30 | $206k | 971 | 212.15 |
| 2022-06-30 | $212k | 1.3k | 164.09 |
| 2022-03-31 | $240k | 494 | 485.83 |
| 2021-12-31 | $279k | 513 | 543.86 |
| 2021-09-30 | $281k | 486 | 578.19 |
| 2021-06-30 | $325k | 489 | 664.62 |
| 2021-03-31 | $1.2M | 1.8k | 678.81 |
| 2020-12-31 | $970k | 2.5k | 388.44 |
| 2020-09-30 | $294k | 2.0k | 150.77 |
| 2020-06-30 | $217k | 1.8k | 118.19 |
| 2020-03-31 | $251k | 2.1k | 118.12 |
| 2019-12-31 | $212k | 1.5k | 142.47 |
| 2019-09-30 | $240k | 1.6k | 148.61 |
| 2019-06-30 | $209k | 1.5k | 143.05 |
| 2017-12-31 | $59k | 448 | 131.70 |