Wealth Management Partners’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 | $833K | Sell |
2,105
-835
| -28% | -$330K | 0.29% | 69 |
|
2025
Q1 | $848K | Sell |
2,940
-630
| -18% | -$182K | 0.39% | 57 |
|
2024
Q4 | $1.03M | Sell |
3,570
-720
| -17% | -$209K | 0.45% | 54 |
|
2024
Q3 | $723K | Hold |
4,290
| – | – | 0.34% | 62 |
|
2024
Q2 | $591K | Sell |
4,290
-190
| -4% | -$26.2K | 0.29% | 60 |
|
2024
Q1 | $764K | Buy |
+4,480
| New | +$764K | 0.39% | 55 |
|