Guardian Wealth Advisors (North Carolina)’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 | $716K | Buy |
1,772
+35
| +2% | +$14.2K | 0.05% | 167 |
|
|
2025
Q1 | $501K | Buy |
1,737
+180
| +12% | +$51.9K | 0.04% | 191 |
|
|
2024
Q4 | $451K | Sell |
1,557
-223
| -13% | -$64.6K | 0.04% | 200 |
|
|
2024
Q3 | $300K | Hold |
1,780
| – | – | 0.03% | 212 |
|
|
2024
Q2 | $245K | Hold |
1,780
| – | – | 0.03% | 226 |
|
|
2024
Q1 | $303K | Buy |
+1,780
| New | +$303K | 0.04% | 209 |
|