Kingswood Wealth Advisors’s Strategy Inc MSTR Stock Holding History

Kingswood Wealth 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
2025 Q2	$15.2M	Buy
2025 Q1	$10.2M	Sell
2024 Q4	$15.6M	Buy
2024 Q3	$7.49M	Sell
2024 Q2	$6.77M	Buy
2024 Q1	$7.39M	Buy
2023 Q4	$1.27M	Buy
2023 Q3	$552K	Hold
2023 Q2	$575K	Buy