MicroStrategy Incorporated shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in MicroStrategy Incorporated
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Quarterly reported holdings in MicroStrategy Incorporated by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 41k | 322.21 |
| 2025-06-30 | $15M | 38k | 404.23 |
| 2025-03-31 | $10M | 35k | 288.48 |
| 2024-12-31 | $16M | 54k | 289.62 |
| 2024-09-30 | $7.5M | 44k | 168.60 |
| 2024-06-30 | $6.8M | 4.9k | 1377.48 |
| 2024-03-31 | $7.4M | 4.3k | 1704.56 |
| 2023-12-31 | $1.3M | 2.0k | 631.62 |
| 2023-09-30 | $552k | 1.7k | 328.28 |
| 2023-06-30 | $575k | 1.7k | 342.42 |