EP Wealth Advisors’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 | $1.51M | Buy |
3,742
+156
| +4% | +$63.1K | 0.01% | 476 |
|
|
2025
Q1 | $1.03M | Buy |
3,586
+227
| +7% | +$65.4K | 0.01% | 492 |
|
|
2024
Q4 | $973K | Buy |
3,359
+929
| +38% | +$269K | 0.01% | 506 |
|
|
2024
Q3 | $410K | Hold |
2,430
| – | – | ﹤0.01% | 751 |
|
|
2024
Q2 | $335K | Sell |
2,430
-70
| -3% | -$9.64K | ﹤0.01% | 622 |
|
|
2024
Q1 | $426K | Buy |
+2,500
| New | +$426K | 0.01% | 550 |
|