Keebeck 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
$2.01M Sell
4,983
-400
-7% -$162K 0.26% 96
2025
Q1
$1.55M Buy
5,383
+465
+9% +$134K 0.23% 105
2024
Q4
$1.42M Buy
4,918
+2,123
+76% +$615K 0.21% 106
2024
Q3
$471K Buy
2,795
+795
+40% +$134K 0.07% 176
2024
Q2
$275K Sell
2,000
-70
-3% -$9.64K 0.04% 227
2024
Q1
$353K Buy
+2,070
New +$353K 0.05% 219