Bernardo Wealth Planning’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
$312K Buy
772
+29
+4% +$11.7K 0.07% 91
2025
Q1
$214K Buy
743
+133
+22% +$38.3K 0.05% 108
2024
Q4
$200K Buy
+610
New +$200K 0.05% 109