EverSource Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.97M	Buy	55,861 +3,255	+6%	+$465K	0.21%	80
2025 Q4	$7.99M	Buy	52,606 +17,270	+49%	+$3.98M	0.29%	76
2025 Q3	$11.4M	Buy	35,336 +2,645	+8%	+$981K	0.45%	56
2025 Q2	$13.2M	Buy	32,691 +603	+2%	+$220K	0.6%	38
2025 Q1	$9.25M	Buy	32,088 +9,372	+41%	+$2.98M	0.51%	49
2024 Q4	$6.58M	Sell	22,716 -2,848	-11%	-$857K	0.37%	65
2024 Q3	$4.31M	Buy	25,564 +16,724	+189%	+$2.39M	0.27%	79
2024 Q2	$1.43M	Buy	8,840 +8,030	+991%	+$1.16M	0.09%	167
2024 Q1	$86.3K	Buy	810 +40	+5%	+$3.65K	0.01%	762
2023 Q4	$48.8K	Buy	+770	New	+$36.5K	﹤0.01%	908
2023 Q3	–	Hold	0	–	–	–	2459
2023 Q2	–	Hold	0	–	–	–	2447