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Frisch Financial Group’s Strategy Inc MSTR Stock Holding History

Frisch Financial Group’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$250K Hold
2,000
– – 0.05% 150
2025
Q4 		$304K Hold
2,000
– – 0.07% 121
2025
Q3 		$644K Hold
2,000
– – 0.15% 77
2025
Q2 		$808K Hold
2,000
– – 0.2% 62
2025
Q1 		$577K Hold
2,000
– – 0.16% 67
2024
Q4 		$579K Hold
2,000
– – 0.18% 62
2024
Q3 		$337K Hold
2,000
– – 0.1% 90
2024
Q2 		$275K Hold
2,000
– – 0.08% 106
2024
Q1 		$341K Buy
+2,000
New +$182K 0.11% 84
2022
Q1 		– Sell
-3,940
Closed -$219K – 150
2021
Q4 		$219K Hold
3,940
– – 0.07% 147
2021
Q3 		$228K Hold
3,940
– – 0.08% 134
2021
Q2 		$262K Buy
+3,940
New +$233K 0.08% 126

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VCM
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State Street
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UBS Group
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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return