Evermay Wealth Management’s Strategy Inc MSTR Stock Holding History

Evermay Wealth Management’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
2025 Q3	$138K	Sell
2025 Q2	$230K	Sell
2025 Q1	$167K	Buy
2022 Q2	–	Sell
2022 Q1	$13K	Sell
2021 Q4	$21K	Hold
2021 Q3	$23K	Buy