Aviso Wealth Management’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Hold
2025
Q1
$1.25M Hold
2024
Q4
$1.25M Sell
2024
Q3
$2.19M Sell
2024
Q2
$1.79M Sell
2024
Q1
$2.24M Sell
2023
Q4
$1.83M Buy