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Calton & Associates’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Calton & Associates’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$431K Buy
1,065
+53
+5% +$21.4K 0.07% 226
2025
Q1 		$292K Buy
+1,012
New +$292K 0.07% 246
2024
Q4 		– Sell
-1,660
Closed -$280K – 247
2024
Q3 		$280K Buy
+1,660
New +$280K 0.11% 177