Pacific Capital Wealth 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	$11.5M	Buy	29,089 +368	+1%	+$146K	2.11%	12
2025 Q1	$8.28M	Hold	28,721	–	–	1.43%	13
2024 Q4	$8.32M	Buy	28,721 +6,800	+31%	+$1.97M	1.39%	13
2024 Q3	$3.7M	Buy	+21,921	New	+$3.7M	0.62%	23