Acorn Financial Advisory Services’s Strategy Inc MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Sell	34,065 -3,705	-10%	-$530K	0.58%	27
2025 Q4	$5.74M	Sell	37,770 -3,103	-8%	-$714K	0.85%	18
2025 Q3	$13.2M	Sell	40,873 -1,445	-3%	-$536K	2.02%	14
2025 Q2	$17.1M	Sell	42,318 -5,420	-11%	-$1.97M	2.8%	11
2025 Q1	$13.8M	Buy	47,738 +159	+0.3%	+$50.5K	2.49%	12
2024 Q4	$13.8M	Sell	47,579 -20,723	-30%	-$6.24M	2.27%	13
2024 Q3	$11.5M	Buy	68,302 +12,162	+22%	+$1.74M	2.04%	12
2024 Q2	$7.73M	Buy	56,140 +16,220	+41%	+$2.34M	1.44%	13
2024 Q1	$6.8M	Sell	39,920 -1,900	-5%	-$173K	1.29%	13
2023 Q4	$2.64M	Sell	41,820 -17,590	-30%	-$834K	0.46%	24
2023 Q3	$1.95M	Sell	59,410 -13,700	-19%	-$516K	0.35%	43
2023 Q2	$2.5M	Buy	73,110 +9,570	+15%	+$290K	0.44%	26
2023 Q1	$1.86M	Sell	63,540 -6,140	-9%	-$150K	0.36%	36
2022 Q4	$986K	Buy	69,680 +6,970	+11%	+$142K	0.21%	70
2022 Q3	$1.33M	Sell	62,710 -15,100	-19%	-$379K	0.32%	45
2022 Q2	$1.28M	Sell	77,810 -13,850	-15%	-$401K	0.3%	47
2022 Q1	$4.46M	Sell	91,660 -36,150	-28%	-$1.56M	0.89%	14
2021 Q4	$6.96M	Sell	127,810 -1,920	-1%	-$132K	1.39%	11
2021 Q3	$7.5M	Sell	129,730 -6,130	-5%	-$393K	2.32%	7
2021 Q2	$9.03M	Buy	135,860 +7,830	+6%	+$463K	2.66%	7
2021 Q1	$8.69M	Buy	+128,030	New	+$9.04M	3.17%	6