Simplicity Wealth’s Strategy Inc MSTR Stock Holding History

Simplicity Wealth’s Portfolio MSTR Stock Details MSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.53M	Sell
2025 Q2	$3.49M	Buy
2025 Q1	$1.16M	Buy
2024 Q3	–	Sell
2024 Q2	$638K	Buy
2024 Q1	$626K	Buy