Focus Partners Wealth’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Buy
5,131
+731
+17% +$296K ﹤0.01% 887
2025
Q1
$1.27M Buy
4,400
+770
+21% +$222K ﹤0.01% 978
2024
Q4
$1.05M Buy
3,630
+980
+37% +$284K ﹤0.01% 1037
2024
Q3
$431K Buy
+2,650
New +$431K ﹤0.01% 1184
2024
Q2
Sell
-1,270
Closed -$216K 1253
2024
Q1
$216K Buy
+1,270
New +$216K ﹤0.01% 916