EWM
Evermay Wealth Management’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 | $230K | Sell |
569
-11
| -2% | -$4.45K | 0.03% | 184 |
|
|
2025
Q1 | $167K | Buy |
+580
| New | +$167K | 0.02% | 208 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$13K | – | 549 |
|
|
2022
Q1 | $13K | Sell |
27
-12
| -31% | -$5.78K | ﹤0.01% | 394 |
|
|
2021
Q4 | $21K | Hold |
39
| – | – | ﹤0.01% | 353 |
|
|
2021
Q3 | $23K | Buy |
+39
| New | +$23K | ﹤0.01% | 324 |
|