Everhart Financial Group’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
2025
Q3
$812K Sell
2025
Q2
$1.04M Buy
2025
Q1
$459K Buy
2024
Q4
$392K Buy