FWM
Focused 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 | – | Hold |
0
| – | – | – | 194 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1030 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1028 |
|
|
2021
Q4 | – | Sell |
-120
| Closed | -$69K | – | 994 |
|
|
2021
Q3 | $69K | Sell |
120
-27
| -18% | -$15.5K | 0.01% | 337 |
|
|
2021
Q2 | $98K | Buy |
+147
| New | +$98K | 0.02% | 293 |
|