Wealth Enhancement Advisory Services’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 | $20.6M | Sell |
50,914
-414
| -0.8% | -$167K | 0.03% | 415 |
|
|
2025
Q1 | $14.8M | Buy |
51,328
+356
| +0.7% | +$103K | 0.03% | 484 |
|
|
2024
Q4 | $14.8M | Sell |
50,972
-5,806
| -10% | -$1.68M | 0.03% | 454 |
|
|
2024
Q3 | $9.57M | Buy |
56,778
+3,458
| +6% | +$583K | 0.02% | 524 |
|
|
2024
Q2 | $7.34M | Sell |
53,320
-13,330
| -20% | -$1.84M | 0.02% | 575 |
|
|
2024
Q1 | $11.4M | Sell |
66,650
-3,210
| -5% | -$547K | 0.03% | 440 |
|
|
2023
Q4 | $4.41M | Buy |
69,860
+11,740
| +20% | +$742K | 0.01% | 640 |
|
|
2023
Q3 | $1.91M | Buy |
+58,120
| New | +$1.91M | 0.01% | 877 |
|