HWA
HHM Wealth Advisors’s Strategy Inc Common Stock Class A MSTR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.29M | Sell |
18,028
-17
| -0.1% | -$6.87K | 0.87% | 17 |
|
2025
Q1 | $5.2M | Buy |
18,045
+201
| +1% | +$57.9K | 0.7% | 17 |
|
2024
Q4 | $5.17M | Buy |
17,844
+9,884
| +124% | +$2.86M | 0.7% | 17 |
|
2024
Q3 | $1.34M | Buy |
7,960
+7,273
| +1,059% | +$1.23M | 0.19% | 49 |
|
2024
Q2 | $946K | Buy |
687
+585
| +574% | +$806K | 0.14% | 62 |
|
2024
Q1 | $174K | Buy |
102
+100
| +5,000% | +$170K | 0.03% | 160 |
|
2023
Q4 | $1.26K | Hold |
2
| – | – | ﹤0.01% | 691 |
|
2023
Q3 | $657 | Hold |
2
| – | – | ﹤0.01% | 747 |
|
2023
Q2 | $685 | Buy |
+2
| New | +$685 | ﹤0.01% | 764 |
|