AO
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Advisor OS’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
$862K Buy
2,132
+77
+4% +$31.1K 0.08% 175
2025
Q1
$592K Buy
2,055
+40
+2% +$11.5K 0.07% 206
2024
Q4
$584K Buy
+2,015
New +$584K 0.07% 199