Cascade Financial Partners’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 | – | Sell |
-1,900
| Closed | -$548K | – | 265 |
|
|
2025
Q1 | $548K | Hold |
1,900
| – | – | 0.07% | 149 |
|
|
2024
Q4 | $550K | Sell |
1,900
-100
| -5% | -$29K | 0.07% | 135 |
|
|
2024
Q3 | $439K | Hold |
2,000
| – | – | 0.06% | 155 |
|
|
2024
Q2 | $275K | Hold |
2,000
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $296K | Buy |
+2,000
| New | +$296K | 0.04% | 180 |
|