Great Valley Advisor Group’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
$857K Buy
2,120
+183
+9% +$74K 0.02% 483
2025
Q1
$558K Buy
1,937
+115
+6% +$33.1K 0.01% 567
2024
Q4
$528K Sell
1,822
-488
-21% -$141K 0.01% 567
2024
Q3
$389K Buy
2,310
+400
+21% +$67.4K 0.01% 623
2024
Q2
$263K Sell
1,910
-60
-3% -$8.27K 0.01% 673
2024
Q1
$336K Buy
+1,970
New +$336K 0.01% 577