Key Client Fiduciary Advisors’s Strategy Inc MSTR Stock Holding History

Key Client Fiduciary Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	3,022 +831	+38%	+$121K	0.08%	185
2026 Q1	$273K	Buy	2,191 +590	+37%	+$84.3K	0.09%	171
2025 Q4	$243K	Sell	1,601 -696	-30%	-$160K	0.08%	176
2025 Q3	$740K	Buy	2,297 +185	+9%	+$68.6K	0.25%	81
2025 Q2	$854K	Buy	2,112 +469	+29%	+$171K	0.35%	67
2025 Q1	$474K	Buy	1,643 +556	+51%	+$177K	0.22%	107
2024 Q4	$315K	Buy	+1,087	New	+$327K	0.14%	143

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Wealth Enhancement Advisory Services

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Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return