EWS
Evergreen Wealth Solutions’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 | $2.2M | Hold |
5,443
| – | – | 1.32% | 10 |
|
|
2025
Q1 | $1.57M | Buy |
5,443
+43
| +0.8% | +$12.4K | 1.06% | 17 |
|
|
2024
Q4 | $1.56M | Hold |
5,400
| – | – | 1.09% | 16 |
|
|
2024
Q3 | $910K | Buy |
5,400
+4,860
| +900% | +$819K | 0.62% | 27 |
|
|
2024
Q2 | $744K | Hold |
540
| – | – | 0.53% | 38 |
|
|
2024
Q1 | $920K | Buy |
+540
| New | +$920K | 0.68% | 32 |
|