Avantax Planning Partners’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	$488K	Buy	1,206 +41	+4%	+$16.6K	0.02%	271
2025 Q1	$336K	Sell	1,165 -10	-0.9%	-$2.88K	0.01%	318
2024 Q4	$340K	Buy	+1,175	New	+$340K	0.01%	311
2024 Q2	–	Sell	-1,310	Closed	-$223K	–	487
2024 Q1	$223K	Buy	+1,310	New	+$223K	0.01%	424