IWM
IHT Wealth Management’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 | $11.6M | Sell |
28,748
-2,872
| -9% | -$1.16M | 0.32% | 73 |
|
|
2025
Q1 | $9.12M | Buy |
31,620
+8,148
| +35% | +$2.35M | 0.28% | 77 |
|
|
2024
Q4 | $6.8M | Sell |
23,472
-4,251
| -15% | -$1.23M | 0.22% | 92 |
|
|
2024
Q3 | $4.66M | Buy |
27,723
+26,582
| +2,330% | +$4.47M | 0.13% | 157 |
|
|
2024
Q2 | $1.57M | Buy |
1,141
+192
| +20% | +$264K | 0.06% | 317 |
|
|
2024
Q1 | $1.62M | Buy |
949
+133
| +16% | +$227K | 0.06% | 307 |
|
|
2023
Q4 | $515K | Hold |
816
| – | – | 0.02% | 589 |
|
|
2023
Q3 | $268K | Buy |
816
+26
| +3% | +$8.54K | 0.01% | 778 |
|
|
2023
Q2 | $271K | Sell |
790
-20
| -2% | -$6.85K | 0.01% | 761 |
|
|
2023
Q1 | $237K | Buy |
+810
| New | +$237K | 0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-423
| Closed | -$230K | – | 823 |
|
|
2021
Q4 | $230K | Buy |
423
+31
| +8% | +$16.9K | 0.02% | 707 |
|
|
2021
Q3 | $227K | Sell |
392
-18
| -4% | -$10.4K | 0.02% | 696 |
|
|
2021
Q2 | $272K | Buy |
410
+26
| +7% | +$17.2K | 0.02% | 750 |
|
|
2021
Q1 | $261K | Buy |
+384
| New | +$261K | 0.02% | 683 |
|