Trump bottomed out MicroStrategy (MSTR.US) in July, and the stock price then soared 83%, causing controversy

According to Woofun AI, President Donald Trump's multiple stock accounts were sold in June and early July before MSTR.US (MicroStrategy) shares experienced a sharp rise of about 83%, and then bought again a few weeks later.

This laid-back trading path came to light with the federal code of ethics documents published on September 22, causing the market to pay close attention to the timing of its transactions. As the company that holds the most Bitcoin, the stock price trend of MicroStrategy (MSTR.US) is often closely tied to the cryptocurrency market, and the operating node of the Trump account just happened to be at a critical turning point in the stock's fluctuation cycle.

Disassembling the details of the transaction revealed a more complex money flow trajectory. The sale operation began in late June, and the relevant accounts sold MicroStrategy (MSTR.US) shares on June 23 and 24, for a total value between $16,002 and $65,000.

Notably, two days later, on June 26, the share price fell to $81.81, the lowest point of the quarter. Entering July, the Government Ethics Office report covered 1,156 transaction records, showing that MicroStrategy (MSTR.US) shares worth $1,001 to $15,000 were still being sold on July 8. Buying operations then began: stocks worth $1,001 to $15,000 were purchased on July 24, closing at $91.67; immediately after that, on July 27, the account bought shares worth between $50,001 and $100,000, which closed at $98.65.

According to data compiled by Woofun AI, the stock price has risen by about 70% since the large-scale purchase on July 27; the Quiver Investigations agency, which tracks politicians' transactions, estimates a cumulative increase of 83% from the starting point of the purchase on July 24 to the closing price of $167.33 on September 22. The document only indicates the amount range and does not disclose the specific number of shares or unit price, but this series of operations showed obvious low absorption characteristics on the timeline.

Market dynamics at the contextual level are just as noteworthy as corporate behavior. During July, MicroStrategy (MSTR.US) stopped buying bitcoins and sold part of its holdings due to capital raising needs. At the time, it held 843,775 bitcoins. Investor interest waned, and according to MicroStrategy (MSTR.US)'s own data, the average daily transaction volume fell to $1.7 billion in July, the lowest level since 2026.

However, as the price of Bitcoin recovered to around $86,423 per coin, market liquidity improved significantly in September, and the average daily transaction volume rebounded to $3.6 billion. As of September 21, MicroStrategy (MSTR.US) has resumed buying bitcoins and currently holds 846,000 bitcoins. Faced with questions from the outside world, the Trump Group stated that these accounts are managed by an external agency. CBS (CBS) quoted as saying, “President Trump, his family, and the Trump Group will not participate in the selection, guidance, or approval of specific investments.” Compared to the total transaction volume of $79 million to $270 million that month, the scale of these micro-strategy (MSTR.US) stock transactions carried out by Trump was actually quite small, but this did not completely quell public scrutiny.

At the heart of the political controversy was whether the timing of the deal involved insider information. In an August letter, Senator Elizabeth Warren and Rep. Robert Garcia clearly questioned the timing of Trump's deal. Although the Trump Group emphasizes the independence of external management, lawmakers are concerned about the precise layout before the stock price rises sharply. This document does not indicate whether these accounts still hold these shares. The next report will cover August transactions, and may provide a more complete picture of position changes at that time. In the context of increasing regulatory transparency, the financial activities of such high-profile politicians will continue to face double testing by the public and legislators.