Montag & Associates’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	$42.4K	Hold	105	–	–	﹤0.01%	601
2025 Q1	$30.3K	Buy	105 +35	+50%	+$10.1K	﹤0.01%	675
2024 Q4	$20.3K	Buy	+70	New	+$20.3K	﹤0.01%	705