Evergreen Capital Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
2,289
+323
| +16% | +$131K | 0.03% | 379 |
|
|
2025
Q1 | $567K | Buy |
1,966
+46
| +2% | +$13.3K | 0.02% | 458 |
|
|
2024
Q4 | $556K | Hold |
1,920
| – | – | 0.02% | 470 |
|
|
2024
Q3 | $324K | Hold |
1,920
| – | – | 0.01% | 675 |
|
|
2024
Q2 | $264K | Buy |
1,920
+90
| +5% | +$12.4K | 0.01% | 713 |
|
|
2024
Q1 | $312K | Buy |
+1,830
| New | +$312K | 0.01% | 615 |
|