SWM
Spire 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 | $4.77M | Buy |
11,805
+672
| +6% | +$272K | 0.17% | 115 |
|
|
2025
Q1 | $3.21M | Sell |
11,133
-2,051
| -16% | -$591K | 0.1% | 178 |
|
|
2024
Q4 | $3.82M | Sell |
13,184
-2,946
| -18% | -$853K | 0.12% | 153 |
|
|
2024
Q3 | $2.72M | Buy |
16,130
+14,566
| +931% | +$2.46M | 0.09% | 183 |
|
|
2024
Q2 | $2.15M | Sell |
1,564
-144
| -8% | -$198K | 0.08% | 221 |
|
|
2024
Q1 | $2.91M | Sell |
1,708
-1,129
| -40% | -$1.92M | 0.05% | 201 |
|
|
2023
Q4 | $1.36M | Buy |
2,837
+142
| +5% | +$68.3K | 0.05% | 292 |
|
|
2023
Q3 | $885K | Buy |
2,695
+133
| +5% | +$43.7K | 0.03% | 359 |
|
|
2023
Q2 | $877K | Buy |
2,562
+1,234
| +93% | +$423K | 0.03% | 371 |
|
|
2023
Q1 | $388K | Buy |
1,328
+1,152
| +655% | +$337K | 0.02% | 549 |
|
|
2022
Q4 | $25K | Buy |
176
+169
| +2,414% | +$24K | ﹤0.01% | 1281 |
|
|
2022
Q3 | $1K | Sell |
7
-19
| -73% | -$2.71K | ﹤0.01% | 2101 |
|
|
2022
Q2 | $4K | Buy |
26
+18
| +225% | +$2.77K | ﹤0.01% | 2201 |
|
|
2022
Q1 | $4K | Sell |
8
-50
| -86% | -$25K | ﹤0.01% | 2292 |
|
|
2021
Q4 | $32K | Buy |
58
+51
| +729% | +$28.1K | ﹤0.01% | 1920 |
|
|
2021
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 2348 |
|
|
2021
Q2 | $5K | Sell |
7
-64
| -90% | -$45.7K | ﹤0.01% | 2316 |
|
|
2021
Q1 | $45K | Buy |
+71
| New | +$45K | ﹤0.01% | 1776 |
|