Evergreen Wealth Solutions’s Strategy Inc MSTR Stock Holding History

Evergreen Wealth Solutions’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
2026 Q1	$639K	Sell
2025 Q4	$781K	Sell
2025 Q3	$1.75M	Hold
2025 Q2	$2.2M	Hold
2025 Q1	$1.57M	Buy
2024 Q4	$1.56M	Hold
2024 Q3	$910K	Hold
2024 Q2	$744K	Hold
2024 Q1	$920K	Buy