MicroStrategy Incorporated shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in MicroStrategy Incorporated
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All positions including MicroStrategy Incorporated held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in MicroStrategy Incorporated by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 72k | 322.21 |
| 2025-06-30 | $29M | 71k | 404.23 |
| 2025-03-31 | $20M | 69k | 288.27 |
| 2024-12-31 | $24M | 71k | 341.25 |
| 2024-09-30 | $12M | 70k | 176.22 |
| 2024-06-30 | $9.8M | 7.1k | 1377.48 |
| 2024-03-31 | $12M | 7.0k | 1704.56 |
| 2023-09-30 | $1.1M | 3.5k | 328.28 |
| 2023-06-30 | $1.5M | 3.4k | 434.98 |
| 2023-03-31 | $204k | 598 | 340.72 |
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