KWA
Kingswood Wealth 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 | $15.2M | Buy |
37,614
+2,183
| +6% | +$882K | 1.2% | 13 |
|
|
2025
Q1 | $10.2M | Sell |
35,431
-18,407
| -34% | -$5.31M | 0.93% | 12 |
|
|
2024
Q4 | $15.6M | Buy |
53,838
+9,438
| +21% | +$2.73M | 1.17% | 10 |
|
|
2024
Q3 | $7.49M | Buy |
44,400
+39,483
| +803% | +$6.66M | 0.53% | 29 |
|
|
2024
Q2 | $6.77M | Buy |
4,917
+584
| +13% | +$804K | 0.61% | 21 |
|
|
2024
Q1 | $7.39M | Buy |
4,333
+2,321
| +115% | +$3.96M | 0.85% | 12 |
|
|
2023
Q4 | $1.27M | Buy |
2,012
+332
| +20% | +$210K | 0.14% | 165 |
|
|
2023
Q3 | $552K | Hold |
1,680
| – | – | 0.09% | 228 |
|
|
2023
Q2 | $575K | Buy |
+1,680
| New | +$575K | 0.18% | 122 |
|