SWM
SeaCrest 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 | $1.02M | Buy |
2,519
+47
| +2% | +$19K | 0.11% | 176 |
|
|
2025
Q1 | $713K | Buy |
2,472
+175
| +8% | +$50.4K | 0.08% | 247 |
|
|
2024
Q4 | $665K | Sell |
2,297
-3,142
| -58% | -$910K | 0.07% | 269 |
|
|
2024
Q3 | $917K | Buy |
5,439
+4,921
| +950% | +$830K | 0.1% | 203 |
|
|
2024
Q2 | $714K | Buy |
518
+26
| +5% | +$35.8K | 0.08% | 241 |
|
|
2024
Q1 | $839K | Buy |
+492
| New | +$839K | 0.1% | 209 |
|
|
2022
Q1 | – | Sell |
-1,041
| Closed | -$567K | – | 749 |
|
|
2021
Q4 | $567K | Buy |
+1,041
| New | +$567K | 0.06% | 316 |
|