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 |
|