SAM
Synergy Asset 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 | $286K | Sell |
707
-9,329
| -93% | -$3.77M | 0.03% | 155 |
|
|
2025
Q1 | $2.89M | Sell |
10,036
-9,348
| -48% | -$2.69M | 0.36% | 54 |
|
|
2024
Q4 | $4.64M | Buy |
19,384
+10,473
| +118% | +$2.51M | 0.36% | 54 |
|
|
2024
Q3 | $1.5M | Buy |
8,911
+8,037
| +920% | +$1.36M | 0.23% | 74 |
|
|
2024
Q2 | $1.2M | Buy |
874
+113
| +15% | +$156K | 0.19% | 77 |
|
|
2024
Q1 | $1.3M | Buy |
+761
| New | +$1.3M | 0.22% | 70 |
|