Moneta Group Investment Advisors’s Strategy Inc MSTR Stock Holding History

Moneta Group Investment Advisors’s Portfolio MSTR Stock Details MSTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$512K	Buy
2025 Q2	$566K	Buy
2025 Q1	$367K	Buy
2024 Q4	$286K	Buy
2024 Q3	–	Sell
2024 Q2	$238K	Sell
2024 Q1	$307K	Buy
2022 Q2	–	Sell
2022 Q1	$214K	Buy
2021 Q2	–	Sell
2021 Q1	$760K	Buy