Foundations Investment 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
$44.4M Buy
109,762
+2,733
+3% +$1.1M 0.7% 36
2025
Q1
$30.9M Buy
107,029
+3,931
+4% +$1.13M 0.57% 43
2024
Q4
$29.9M Sell
103,098
-17,872
-15% -$5.18M 0.58% 42
2024
Q3
$20.4M Buy
120,970
+1,810
+2% +$305K 0.43% 58
2024
Q2
$16.4M Buy
119,160
+4,750
+4% +$654K 0.4% 63
2024
Q1
$19.5M Sell
114,410
-3,980
-3% -$678K 0.51% 44
2023
Q4
$5.96M Buy
118,390
+10,900
+10% +$549K 0.16% 103
2023
Q3
$3.53M Sell
107,490
-2,760
-3% -$90.6K 0.11% 148
2023
Q2
$3.78M Sell
110,250
-5,400
-5% -$185K 0.13% 120
2023
Q1
$3.38M Buy
+115,650
New +$3.38M 0.12% 113