Key Client Fiduciary Advisors’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
$854K Buy
2,112
+469
+29% +$190K 0.35% 65
2025
Q1
$474K Buy
1,643
+556
+51% +$160K 0.22% 105
2024
Q4
$315K Buy
+1,087
New +$315K 0.14% 141