Heritage Wealth Advisors’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	$898K	Sell	2,221 -118	-5%	-$47.7K	0.04%	90
2025 Q1	$674K	Sell	2,339 -314	-12%	-$90.5K	0.03%	101
2024 Q4	$768K	Buy	+2,653	New	+$768K	0.04%	101