Waldron Private Wealth’s Strategy Inc MSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.09M | Buy |
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|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $1.8M | Sell |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $571K | Buy |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $253K | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $291K | Buy |
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