AWM
Apollon 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 | $5.18M | Buy |
12,822
+414
| +3% | +$167K | 0.1% | 175 |
|
|
2025
Q1 | $3.58M | Buy |
12,408
+703
| +6% | +$203K | 0.08% | 227 |
|
|
2024
Q4 | $3.39M | Sell |
11,705
-7,686
| -40% | -$2.23M | 0.08% | 235 |
|
|
2024
Q3 | $3.27M | Buy |
19,391
+18,085
| +1,385% | +$3.05M | 0.09% | 196 |
|
|
2024
Q2 | $1.8M | Sell |
1,306
-109
| -8% | -$150K | 0.05% | 318 |
|
|
2024
Q1 | $2.41M | Buy |
1,415
+22
| +2% | +$37.5K | 0.08% | 243 |
|
|
2023
Q4 | $880K | Buy |
1,393
+51
| +4% | +$32.2K | 0.03% | 493 |
|
|
2023
Q3 | $441K | Buy |
1,342
+150
| +13% | +$49.2K | 0.02% | 582 |
|
|
2023
Q2 | $408K | Buy |
1,192
+104
| +10% | +$35.6K | 0.02% | 658 |
|
|
2023
Q1 | $318K | Buy |
+1,088
| New | +$318K | 0.02% | 664 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$272K | – | 373 |
|
|
2021
Q1 | $272K | Buy |
+400
| New | +$272K | 0.05% | 285 |
|