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

Shepherd Wealth Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.55M Buy
11,597
+1,046
+10% +$410K 3.1% 9
2025
Q1 		$3.04M Sell
10,551
-4,651
-31% -$1.34M 3.13% 14
2024
Q4 		$4.4M Buy
+15,202
New +$4.4M 4.33% 5