PWM
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Pinnacle Wealth Management’s Strategy Inc Common Stock Class A MSTR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.69M Buy
6,663
+5,964
+853% +$2.41M 2.25% 18
2025
Q1
$202K Sell
699
-6,441
-90% -$1.86M 0.23% 62
2024
Q4
$2.07M Buy
+7,140
New +$2.07M 2.3% 21