CWP
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Core Wealth Partners’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.47M Buy
6,110
+85
+1% +$34.4K 1.25% 20
2025
Q1
$1.74M Buy
6,025
+100
+2% +$28.8K 1.01% 27
2024
Q4
$1.72M Buy
5,925
+525
+10% +$152K 0.98% 24
2024
Q3
$910K Buy
5,400
+4,930
+1,049% +$831K 0.55% 50
2024
Q2
$647K Buy
+470
New +$647K 0.44% 53