Beaird Harris Wealth Management’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 | $6.38M | Buy |
15,772
+1,665
| +12% | +$673K | 0.49% | 31 |
|
|
2025
Q1 | $4.07M | Buy |
14,107
+4,807
| +52% | +$1.39M | 0.35% | 37 |
|
|
2024
Q4 | $2.69M | Buy |
9,300
+4,660
| +100% | +$1.35M | 0.23% | 44 |
|
|
2024
Q3 | $782K | Buy |
4,640
+790
| +21% | +$133K | 0.07% | 69 |
|
|
2024
Q2 | $530K | Buy |
3,850
+2,640
| +218% | +$364K | 0.05% | 74 |
|
|
2024
Q1 | $206K | Sell |
1,210
-510
| -30% | -$86.9K | 0.02% | 115 |
|
|
2023
Q4 | $109K | Hold |
1,720
| – | – | 0.01% | 136 |
|
|
2023
Q3 | $56.5K | Buy |
1,720
+1,350
| +365% | +$44.3K | 0.01% | 166 |
|
|
2023
Q2 | $12.7K | Hold |
370
| – | – | ﹤0.01% | 255 |
|
|
2023
Q1 | $10.8K | Hold |
370
| – | – | ﹤0.01% | 263 |
|
|
2022
Q4 | $5.24K | Hold |
370
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $8K | Hold |
370
| – | – | ﹤0.01% | 304 |
|
|
2022
Q2 | $6K | Buy |
+370
| New | +$6K | ﹤0.01% | 293 |
|