Private Wealth Advisors (California)’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
Q1
Sell
-1,503
Closed -$435K 85
2024
Q4
$435K Buy
+1,503
New +$435K 0.17% 62