EWA
EverSource Wealth Advisors’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 | $13.2M | Buy |
32,691
+603
| +2% | +$244K | 0.6% | 38 |
|
|
2025
Q1 | $9.25M | Buy |
32,088
+9,372
| +41% | +$2.7M | 0.51% | 49 |
|
|
2024
Q4 | $6.58M | Sell |
22,716
-2,848
| -11% | -$825K | 0.37% | 65 |
|
|
2024
Q3 | $4.31M | Buy |
25,564
+16,724
| +189% | +$2.82M | 0.27% | 79 |
|
|
2024
Q2 | $1.43M | Buy |
8,840
+8,030
| +991% | +$1.3M | 0.09% | 167 |
|
|
2024
Q1 | $86.3K | Buy |
810
+40
| +5% | +$4.26K | 0.01% | 762 |
|
|
2023
Q4 | $48.8K | Buy |
+770
| New | +$48.8K | ﹤0.01% | 908 |
|
|
2023
Q3 | – | Hold |
0
| – | -$86 | – | 2459 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2446 |
|