LWMI
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Legacy Wealth Management (Idaho)’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
$2.75M Sell
6,811
-1,413
-17% -$571K 1.43% 14
2025
Q1
$2.37M Buy
8,224
+760
+10% +$219K 1.68% 16
2024
Q4
$2.44M Buy
+7,464
New +$2.44M 1.56% 18