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MicroStrategy Incorporated shares owned by Evermay Wealth Management

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Evermay Wealth Management from 13F filings

Historical chart of Evermay Wealth Management investment in MicroStrategy Incorporated

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All positions including MicroStrategy Incorporated held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MicroStrategy Incorporated by Evermay Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 427 322.21
2025-06-30 $230k 569 404.23
2025-03-31 $167k 580 288.27
2022-03-31 $13k 27 481.48
2021-12-31 $21k 39 538.46
2021-09-30 $23k 39 589.74