Valeo Financial Advisors’s Strategy Inc MSTR Stock Holding History

Valeo Financial Advisors’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	$1.1M	Sell
2025 Q2	$1.41M	Sell
2025 Q1	$1.08M	Buy
2024 Q4	$572K	Buy
2024 Q3	$74.2K	Buy
2021 Q2	–	Sell
2021 Q1	$3K	Buy