GWANC
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Guardian Wealth Advisors (North Carolina)’s Strategy Inc MSTR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$214K Sell
1,713
-484
-22% -$69.2K 0.01% 342
2025
Q4 		$334K Buy
2,197
+443
+25% +$102K 0.02% 279
2025
Q3 		$565K Sell
1,754
-18
-1% -$6.68K 0.04% 191
2025
Q2 		$716K Buy
1,772
+35
+2% +$12.7K 0.05% 167
2025
Q1 		$501K Buy
1,737
+180
+12% +$57.2K 0.04% 191
2024
Q4 		$451K Sell
1,557
-223
-13% -$67.1K 0.04% 201
2024
Q3 		$300K Hold
1,780
– – 0.03% 213
2024
Q2 		$245K Hold
1,780
– – 0.03% 226
2024
Q1 		$303K Buy
+1,780
New +$162K 0.04% 209

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VCM
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State Street
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Capital World Investors
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