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Congress Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Congress Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$593K Buy
1,466
+567
+63% +$229K 0.01% 868
2025
Q1 		$260K Buy
+899
New +$260K ﹤0.01% 971