KWMG
King Wealth Management Group’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 | $264K | Sell |
654
-59
| -8% | -$23.8K | 0.04% | 132 |
|
2025
Q1 | $206K | Buy |
+713
| New | +$206K | 0.03% | 150 |
|
2024
Q1 | – | Sell |
-1,104
| Closed | -$697K | – | 151 |
|
2023
Q4 | $697K | Buy |
1,104
+130
| +13% | +$82.1K | 0.13% | 66 |
|
2023
Q3 | $320K | Hold |
974
| – | – | 0.07% | 106 |
|
2023
Q2 | $334K | Hold |
974
| – | – | 0.07% | 105 |
|
2023
Q1 | $285K | Buy |
+974
| New | +$285K | 0.06% | 117 |
|
2022
Q4 | – | Sell |
-974
| Closed | -$207K | – | 155 |
|
2022
Q3 | $207K | Buy |
+974
| New | +$207K | 0.05% | 136 |
|
2022
Q2 | – | Sell |
-957
| Closed | -$465K | – | 173 |
|
2022
Q1 | $465K | Buy |
957
+250
| +35% | +$121K | 0.09% | 95 |
|
2021
Q4 | $385K | Hold |
707
| – | – | 0.07% | 116 |
|
2021
Q3 | $409K | Buy |
707
+332
| +89% | +$192K | 0.08% | 110 |
|
2021
Q2 | $249K | Buy |
375
+20
| +6% | +$13.3K | 0.05% | 151 |
|
2021
Q1 | $241K | Buy |
+355
| New | +$241K | 0.05% | 141 |
|