OneDigital Investment 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 | $327K | Sell |
810
-101
| -11% | -$40.8K | ﹤0.01% | 1111 |
|
|
2025
Q1 | $263K | Sell |
911
-759
| -45% | -$219K | ﹤0.01% | 1188 |
|
|
2024
Q4 | $484K | Buy |
+1,670
| New | +$484K | 0.01% | 903 |
|
|
2024
Q3 | – | Sell |
-2,020
| Closed | -$278K | – | 1453 |
|
|
2024
Q2 | $278K | Buy |
2,020
+370
| +22% | +$51K | ﹤0.01% | 1142 |
|
|
2024
Q1 | $281K | Buy |
+1,650
| New | +$281K | ﹤0.01% | 930 |
|