HighMark Wealth Management’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 | $86.9K | Hold |
215
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $62K | Sell |
215
-172
| -44% | -$49.6K | 0.04% | 115 |
|
|
2024
Q4 | $112K | Buy |
387
+147
| +61% | +$42.6K | 0.06% | 83 |
|
|
2024
Q3 | $40.5K | Hold |
240
| – | – | 0.02% | 153 |
|
|
2024
Q2 | $33.1K | Sell |
240
-100
| -29% | -$13.8K | 0.02% | 161 |
|
|
2024
Q1 | $58K | Hold |
340
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $21.5K | Buy |
340
+40
| +13% | +$2.53K | 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 | +$6K | 0.01% | 309 |
|