CWP
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 |
|