Portside Wealth Group’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
$585K Sell
1,446
-349
-19% -$141K 0.09% 219
2025
Q1
$517K Buy
1,795
+965
+116% +$278K 0.08% 220
2024
Q4
$240K Buy
+830
New +$240K 0.04% 370