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MicroStrategy Incorporated shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in MicroStrategy Incorporated

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

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Quarterly reported holdings in MicroStrategy Incorporated by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 35k 325.42
2025-06-30 $13M 33k 406.79
2025-03-31 $9.3M 32k 288.29
2024-12-31 $6.6M 23k 289.67
2024-09-30 $4.3M 26k 168.60
2024-06-30 $1.4M 884 1614.44
2024-03-31 $86k 81 1065.02
2023-12-31 $49k 77 633.68
2023-09-30 $0 0 0.00
2023-06-30 $0 0 0.00