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Atria Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Atria Wealth Solutions’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Sell
6,617
-7,357
-53% -$2.68M 0.06% 346
2025
Q1 		$4.03M Sell
13,974
-1,817
-12% -$577K 0.05% 404
2024
Q4 		$4.57M Buy
15,791
+3,626
+30% +$1.09M 0.05% 379
2024
Q3 		$2.05M Buy
12,165
+3,135
+35% +$448K 0.02% 623
2024
Q2 		$1.24M Sell
9,030
-250
-3% -$36K 0.01% 805
2024
Q1 		$1.58M Sell
9,280
-490
-5% -$44.7K 0.02% 711
2023
Q4 		$617K Hold
9,770
– – 0.01% 1105
2023
Q3 		$321K Sell
9,770
-10
-0.1% -$377 ﹤0.01% 1373
2023
Q2 		$335K Sell
9,780
-680
-7% -$20.6K ﹤0.01% 1371
2023
Q1 		$306K Buy
+10,460
New +$255K ﹤0.01% 1395
2022
Q4 		– Sell
-10,460
Closed -$222K – 1859
2022
Q3 		$222K Buy
+10,460
New +$262K ﹤0.01% 1496

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