GeoWealth Management’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	$152K	Buy	376 +115	+44%	+$46.5K	0.01%	718
2025 Q1	$75.2K	Buy	261 +28	+12%	+$8.07K	﹤0.01%	839
2024 Q4	$67.5K	Buy	233 +165	+243%	+$47.8K	﹤0.01%	1064
2024 Q3	$11.5K	Buy	+68	New	+$11.5K	﹤0.01%	1357