CWM
CarsonAllaria Wealth Management’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 | $25.5K | Hold |
63
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $18.2K | Buy |
63
+10
| +19% | +$2.88K | 0.01% | 201 |
|
|
2024
Q4 | $15.4K | Sell |
53
-47
| -47% | -$13.6K | 0.01% | 212 |
|
|
2024
Q3 | $16.9K | Buy |
100
+90
| +900% | +$15.2K | 0.01% | 219 |
|
|
2024
Q2 | $13.8K | Buy |
10
+2
| +25% | +$2.76K | 0.01% | 225 |
|
|
2024
Q1 | $13.6K | Buy |
8
+6
| +300% | +$10.2K | 0.01% | 220 |
|
|
2023
Q4 | $1.26K | Buy |
+2
| New | +$1.26K | ﹤0.01% | 322 |
|