EFG
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Everhart Financial Group’s Strategy Inc MSTR Stock Holding History

Everhart Financial Group’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,520
Closed -$812K – 434
2025
Q3 		$812K Sell
2,520
-42
-2% -$15.6K 0.08% 180
2025
Q2 		$1.04M Buy
2,562
+971
+61% +$354K 0.12% 117
2025
Q1 		$459K Buy
1,591
+239
+18% +$75.9K 0.06% 223
2024
Q4 		$392K Buy
+1,352
New +$407K 0.08% 225

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