Everhart Financial Group’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
$1.04M Buy
2,562
+971
+61% +$393K 0.12% 117
2025
Q1
$459K Buy
1,591
+239
+18% +$68.9K 0.06% 223
2024
Q4
$392K Buy
+1,352
New +$392K 0.08% 225