Concord Wealth 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
$4.04K Hold
10
﹤0.01% 658
2025
Q1
$2.88K Hold
10
﹤0.01% 649
2024
Q4
$2.9K Sell
10
-74
-88% -$21.4K ﹤0.01% 671
2024
Q3
$14.1K Buy
84
+4
+5% +$671 ﹤0.01% 516
2024
Q2
$11.5K Hold
80
﹤0.01% 494
2024
Q1
$14.3K Buy
+80
New +$14.3K ﹤0.01% 535