Lifeworks Advisors’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
$2.64M Buy
6,535
+1,910
+41% +$772K 0.39% 75
2025
Q1
$1.33M Buy
4,625
+278
+6% +$80.1K 0.22% 105
2024
Q4
$1.26M Buy
4,347
+3,011
+225% +$872K 0.23% 108
2024
Q3
$225K Buy
+1,336
New +$225K 0.04% 275