Wealthquest’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
Q1
Sell
-1,002
Closed -$290K 139
2024
Q4
$290K Buy
+1,002
New +$290K 0.02% 100
2024
Q3
Sell
-2,000
Closed -$275K 138
2024
Q2
$275K Hold
2,000
0.03% 102
2024
Q1
$341K Buy
+2,000
New +$341K 0.04% 92