LWM
LongView Wealth Management’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 | $808K | Hold |
2,000
| – | – | 0.24% | 84 |
|
2025
Q1 | $577K | Hold |
2,000
| – | – | 0.17% | 107 |
|
2024
Q4 | $579K | Hold |
2,000
| – | – | 0.18% | 106 |
|
2024
Q3 | $337K | Buy |
2,000
+1,800
| +900% | +$303K | 0.11% | 149 |
|
2024
Q2 | $275K | Hold |
200
| – | – | 0.1% | 156 |
|
2024
Q1 | $341K | Buy |
+200
| New | +$341K | 0.14% | 132 |
|