CarsonAllaria Wealth Management’s Strategy Inc MSTR Stock Holding History

CarsonAllaria Wealth Management’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 Q2	$25.5K	Hold
2025 Q1	$18.2K	Buy
2024 Q4	$15.3K	Sell
2024 Q3	$16.9K	Hold
2024 Q2	$13.8K	Buy
2024 Q1	$13.6K	Buy
2023 Q4	$1.26K	Buy