EWM
Empirical Wealth Management’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 | $889K | Buy |
2,200
+642
| +41% | +$260K | 0.02% | 324 |
|
|
2025
Q1 | $449K | Sell |
1,558
-1,215
| -44% | -$350K | 0.01% | 425 |
|
|
2024
Q4 | $803K | Buy |
2,773
+323
| +13% | +$93.5K | 0.02% | 305 |
|
|
2024
Q3 | $413K | Buy |
2,450
+2,210
| +921% | +$373K | 0.01% | 401 |
|
|
2024
Q2 | $331K | Hold |
240
| – | – | 0.01% | 434 |
|
|
2024
Q1 | $409K | Buy |
+240
| New | +$409K | 0.01% | 376 |
|