Kingsview 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 | $2.85M | Buy |
7,051
+380
| +6% | +$154K | 0.05% | 369 |
|
|
2025
Q1 | $1.92M | Buy |
6,671
+354
| +6% | +$102K | 0.04% | 394 |
|
|
2024
Q4 | $1.83M | Buy |
6,317
+2,507
| +66% | +$726K | 0.04% | 404 |
|
|
2024
Q3 | $642K | Sell |
3,810
-190
| -5% | -$32K | 0.01% | 639 |
|
|
2024
Q2 | $551K | Sell |
4,000
-3,200
| -44% | -$441K | 0.01% | 653 |
|
|
2024
Q1 | $1.23M | Buy |
7,200
+420
| +6% | +$71.6K | 0.03% | 450 |
|
|
2023
Q4 | $428K | Sell |
6,780
-2,300
| -25% | -$145K | 0.01% | 670 |
|
|
2023
Q3 | $298K | Buy |
9,080
+390
| +4% | +$12.8K | 0.01% | 746 |
|
|
2023
Q2 | $298K | Buy |
+8,690
| New | +$298K | 0.01% | 743 |
|