AWM
Activest Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.1K | Buy |
171
+5
| +3% | +$2.02K | 0.02% | 169 |
|
|
2025
Q1 | $47.9K | Buy |
166
+53
| +47% | +$15.3K | 0.01% | 198 |
|
|
2024
Q4 | $32.7K | Buy |
+113
| New | +$32.7K | 0.01% | 209 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 690 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 634 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$3K | – | 376 |
|
|
2021
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 315 |
|
|
2021
Q2 | $3K | Buy |
5
+2
| +67% | +$1.2K | ﹤0.01% | 285 |
|
|
2021
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 272 |
|