Aptus Capital Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.77M Buy
6,861
+9
+0.1% +$3.64K 0.02% 361
2025
Q1
$1.98M Buy
6,852
+507
+8% +$146K 0.02% 394
2024
Q4
$1.84M Buy
6,345
+598
+10% +$173K 0.02% 401
2024
Q3
$969K Buy
5,747
+3,777
+192% +$637K 0.01% 421
2024
Q2
$271K Sell
1,970
-10
-0.5% -$1.38K ﹤0.01% 641
2024
Q1
$338K Buy
+1,980
New +$338K 0.01% 594