Empirical Wealth Management’s Strategy Inc MSTR Stock Holding History

Empirical Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$572K	Sell
2025 Q2	$889K	Buy
2025 Q1	$449K	Sell
2024 Q4	$803K	Buy
2024 Q3	$413K	Buy
2024 Q2	$331K	Hold
2024 Q1	$409K	Buy