Sequoia Financial Advisors’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 | $2.86M | Buy |
7,087
+392
| +6% | +$158K | 0.02% | 392 |
|
|
2025
Q1 | $1.93M | Buy |
6,695
+760
| +13% | +$219K | 0.01% | 441 |
|
|
2024
Q4 | $1.72M | Buy |
5,935
+1,089
| +22% | +$315K | 0.02% | 442 |
|
|
2024
Q3 | $817K | Buy |
4,846
+1,886
| +64% | +$318K | 0.01% | 601 |
|
|
2024
Q2 | $408K | Buy |
2,960
+750
| +34% | +$103K | ﹤0.01% | 769 |
|
|
2024
Q1 | $377K | Buy |
+2,210
| New | +$377K | ﹤0.01% | 777 |
|