Concord Wealth Partners’s Strategy Inc MSTR Stock Holding History

Concord Wealth Partners’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	$5.8K	Buy
2025 Q2	$4.04K	Hold
2025 Q1	$2.88K	Hold
2024 Q4	$2.9K	Sell
2024 Q3	$14.1K	Buy
2024 Q2	$11.5K	Hold
2024 Q1	$14.3K	Buy