Institute for Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
1,442
-115
| -7% | -$46.5K | 0.07% | 280 |
|
|
2025
Q1 | $449K | Sell |
1,557
-360
| -19% | -$104K | 0.06% | 317 |
|
|
2024
Q4 | $555K | Buy |
1,917
+588
| +44% | +$170K | 0.07% | 269 |
|
|
2024
Q3 | $224K | Buy |
+1,329
| New | +$224K | 0.03% | 490 |
|
|
2024
Q2 | – | Sell |
-1,250
| Closed | -$214K | – | 511 |
|
|
2024
Q1 | $214K | Buy |
+1,250
| New | +$214K | 0.03% | 469 |
|