Beacon Pointe Advisors’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
$2.11M Sell
5,221
-529
-9% -$214K 0.02% 475
2025
Q1
$1.66M Sell
5,750
-650
-10% -$187K 0.02% 506
2024
Q4
$1.85M Sell
6,400
-260
-4% -$75.3K 0.02% 475
2024
Q3
$1.12M Sell
6,660
-3,250
-33% -$548K 0.01% 603
2024
Q2
$1.37M Buy
9,910
+130
+1% +$17.9K 0.02% 559
2024
Q1
$1.67M Buy
9,780
+3,780
+63% +$644K 0.02% 535
2023
Q4
$379K Buy
+6,000
New +$379K ﹤0.01% 977