MICROSTRATEGY INC

Ticker: MSTR CUSIP: 594972408 Class: EQTY

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,184 Value ($000) $484 Avg Close $230.22 Range $151.42 - $365.21
Q3 2025
Shares 4,399 Value ($000) $1,417 Avg Close $371.01 Range $292.36 - $457.22
Q2 2025
Shares 3,757 Value ($000) $1,519 Avg Close $364.26 Range $235.93 - $430.35
Q1 2025
Shares 2,912 Value ($000) $839 Avg Close $317.51 Range $231.51 - $404.42
Q4 2024
Shares 2,292 Value ($000) $664 Avg Close $300.91 Range $157.02 - $543.00
Q3 2024
Shares 2,760 Value ($000) $465 Avg Close $142.97 Range $102.40 - $183.70
Q2 2024
Shares 302 Value ($000) $416 Avg Close $144.09 Range $101.00 - $174.00
Q1 2024
Shares 322 Value ($000) $549 Avg Close $91.17 Range $43.87 - $200.00
Q2 2023
Shares 3,150 Value ($000) $1,079 Avg Close $30.31 Range $26.60 - $35.27
Q1 2023
Shares 4,744 Value ($000) $1,387 Avg Close $24.41 Range $13.94 - $31.50
Q4 2022
Shares 10,563 Value ($000) $1,495 Avg Close $20.44 Range $13.26 - $29.00
Q3 2022
Shares 11,296 Value ($000) $2,398 Avg Close $25.08 Range $16.00 - $36.20
Q2 2022
Shares 11,441 Value ($000) $1,880 Avg Close $28.92 Range $13.41 - $50.86
Q1 2022
Shares 11,135 Value ($000) $5,415 Avg Close $43.28 Range $30.72 - $57.63
Q4 2021
Shares 10,605 Value ($000) $5,774 Avg Close $68.74 Range $52.88 - $89.14
Q3 2021
Shares 9,633 Value ($000) $5,572 Avg Close $64.12 Range $47.24 - $79.80
Q2 2021
Shares 8,959 Value ($000) $5,953 Avg Close $59.15 Range $41.16 - $88.21
Q1 2021
Shares 8,522 Value ($000) $5,785 Avg Close $70.64 Range $40.65 - $131.50
Q4 2020
Shares 5,330 Value ($000) $2,071 Avg Close $23.35 Range $14.52 - $40.00