Perigon 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 | $4.54M | Buy |
11,225
+414
| +4% | +$167K | 0.11% | 182 |
|
|
2025
Q1 | $3.12M | Sell |
10,811
-212
| -2% | -$61.1K | 0.08% | 240 |
|
|
2024
Q4 | $4.05M | Buy |
11,023
+665
| +6% | +$244K | 0.1% | 193 |
|
|
2024
Q3 | $1.75M | Buy |
10,358
+208
| +2% | +$35.1K | 0.05% | 307 |
|
|
2024
Q2 | $1.4M | Sell |
10,150
-380
| -4% | -$52.3K | 0.04% | 302 |
|
|
2024
Q1 | $1.79M | Buy |
10,530
+650
| +7% | +$111K | 0.05% | 264 |
|
|
2023
Q4 | $624K | Buy |
9,880
+40
| +0.4% | +$2.53K | 0.02% | 441 |
|
|
2023
Q3 | $323K | Hold |
9,840
| – | – | 0.01% | 560 |
|
|
2023
Q2 | $337K | Buy |
+9,840
| New | +$337K | 0.01% | 573 |
|