MicroStrategy Incorporated shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in MicroStrategy Incorporated
Tip: Access up to 7 years of quarterly data
All positions including MicroStrategy Incorporated held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in MicroStrategy Incorporated by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 6.4k | 322.18 |
| 2025-06-30 | $2.2M | 5.4k | 404.21 |
| 2025-03-31 | $2.6M | 9.1k | 288.28 |
| 2024-12-31 | $1.8M | 6.1k | 289.55 |
| 2024-09-30 | $2.1M | 13k | 168.60 |
| 2021-03-31 | $3.0k | 5 | 600.00 |