Portside Wealth Group, LLC's ownership history for MSTR


Portside Wealth Group, LLC currently holds 1.3K shares with a market value of $196.6K. It started holding MSTR on 2025-03-31. At its peak, it held 1.6K shares on 2025-09-30. Its highest holding value was $584.5K on 2025-06-30. At its lowest, it held 830 shares on 2025-03-31, with a value of $196.6K on 2025-12-31. In the recent 180 days, Portside Wealth Group, LLC has decreased its shares by 152.

It has also owned 63 contracts of calls, with the market value of the underlying securities totaling $957.3K on 2025-12-31. At its peak, it held 63 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $957.3K on 2025-12-31. At its lowest, it held 63 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $957.3K on 2025-12-31.


Portside Wealth Group, LLC's ownership history for MSTR
Portside Wealth Group, LLC's ownership history for MSTR Call Options