Tradition Wealth Management’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 | $1.26M | Buy |
3,120
+1,580
| +103% | +$639K | 0.1% | 160 |
|
|
2025
Q1 | $444K | Buy |
1,540
+242
| +19% | +$69.8K | 0.04% | 273 |
|
|
2024
Q4 | $376K | Buy |
+1,298
| New | +$376K | 0.03% | 290 |
|
|
2024
Q1 | – | Sell |
-360
| Closed | -$23K | – | 890 |
|
|
2023
Q4 | $23K | Hold |
360
| – | – | ﹤0.01% | 799 |
|
|
2023
Q3 | $12K | Hold |
360
| – | – | ﹤0.01% | 977 |
|
|
2023
Q2 | $12K | Hold |
360
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q1 | $11K | Hold |
360
| – | – | ﹤0.01% | 985 |
|
|
2022
Q4 | $5K | Sell |
360
-30
| -8% | -$417 | ﹤0.01% | 1050 |
|
|
2022
Q3 | $8K | Hold |
390
| – | – | ﹤0.01% | 977 |
|
|
2022
Q2 | $6K | Hold |
390
| – | – | ﹤0.01% | 919 |
|
|
2022
Q1 | $19K | Hold |
390
| – | – | ﹤0.01% | 727 |
|
|
2021
Q4 | $21K | Buy |
390
+30
| +8% | +$1.62K | ﹤0.01% | 719 |
|
|
2021
Q3 | $21K | Hold |
360
| – | – | ﹤0.01% | 711 |
|
|
2021
Q2 | $24K | Hold |
360
| – | – | ﹤0.01% | 718 |
|
|
2021
Q1 | $24K | Buy |
360
+60
| +20% | +$4K | ﹤0.01% | 603 |
|
|
2020
Q4 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 690 |
|