Partners Wealth Management’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
$2.2M Hold
7,183
2.5% 8
2025
Q1
$2.07M Buy
7,183
+243
+4% +$70.1K 2.35% 10
2024
Q4
$2.01M Buy
+6,940
New +$2.01M 2.29% 9