Wealthcare Advisory 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 | $2.45M | Buy |
6,052
+251
| +4% | +$101K | 0.06% | 287 |
|
|
2025
Q1 | $1.67M | Buy |
5,801
+734
| +14% | +$212K | 0.04% | 327 |
|
|
2024
Q4 | $1.47M | Buy |
5,067
+1,216
| +32% | +$352K | 0.04% | 335 |
|
|
2024
Q3 | $649K | Buy |
3,851
+1,581
| +70% | +$267K | 0.02% | 511 |
|
|
2024
Q2 | $313K | Hold |
2,270
| – | – | 0.01% | 659 |
|
|
2024
Q1 | $387K | Sell |
2,270
-1,010
| -31% | -$172K | 0.01% | 600 |
|
|
2023
Q4 | $207K | Buy |
+3,280
| New | +$207K | 0.01% | 712 |
|
|
2022
Q1 | – | Sell |
-5,850
| Closed | -$319K | – | 578 |
|
|
2021
Q4 | $319K | Buy |
+5,850
| New | +$319K | 0.02% | 426 |
|
|
2021
Q2 | – | Sell |
-1,050
| Closed | -$71K | – | 1349 |
|
|
2021
Q1 | $71K | Buy |
+1,050
| New | +$71K | 0.01% | 773 |
|