EP Wealth Advisors’s Strategy Inc MSTR Stock Holding History

EP Wealth Advisors’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 Q2	$1.51M	Buy
2025 Q1	$1.03M	Buy
2024 Q4	$973K	Buy
2024 Q3	$410K	Hold
2024 Q2	$335K	Sell
2024 Q1	$426K	Buy