Discipline Wealth Solutions’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$503K Sell
1,243
-66
-5% -$26.7K 0.19% 60
2025
Q1
$377K Buy
1,309
+282
+27% +$81.3K 0.18% 54
2024
Q4
$297K Buy
+1,027
New +$297K 0.14% 68