Bogart Wealth LLC’s Strategy Inc MSTR Stock Holding History

Bogart Wealth LLC’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$119K	Buy
2025 Q2	$102K	Buy
2025 Q1	$71.8K	Sell
2024 Q4	$114K	Sell
2024 Q3	$152K	Buy
2024 Q2	$68.9K	Buy