HighMark Wealth Management’s Strategy Inc MSTR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.4K	Buy	532 +347	+188%	+$49.6K	0.03%	134
2025 Q4	$28.1K	Buy	185 +25	+16%	+$5.76K	0.01%	216
2025 Q3	$51.6K	Sell	160 -55	-26%	-$20.4K	0.02%	153
2025 Q2	$86.9K	Hold	215	–	–	0.04%	122
2025 Q1	$62K	Sell	215 -172	-44%	-$54.6K	0.04%	115
2024 Q4	$112K	Buy	387 +147	+61%	+$44.2K	0.06%	83
2024 Q3	$40.5K	Hold	240	–	–	0.02%	153
2024 Q2	$33.1K	Sell	240 -100	-29%	-$14.4K	0.02%	161
2024 Q1	$58K	Hold	340	–	–	0.04%	125
2023 Q4	$21.5K	Buy	340 +40	+13%	+$1.9K	0.02%	184
2023 Q3	$9.85K	Hold	300	–	–	0.01%	255
2023 Q2	$10.3K	Hold	300	–	–	0.01%	256
2023 Q1	$8.77K	Hold	300	–	–	0.01%	315
2022 Q4	$4.25K	Hold	300	–	–	﹤0.01%	356
2022 Q3	$6K	Buy	+300	New	+$7.52K	0.01%	309