HWM
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HB Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History

HB Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
3,061
+72
+2% +$29.1K 0.01% 468
2025
Q1 		$862K Buy
2,989
+252
+9% +$72.6K 0.01% 571
2024
Q4 		$797K Buy
2,737
+858
+46% +$250K 0.01% 466
2024
Q3 		$317K Buy
+1,879
New +$317K ﹤0.01% 733