Wealthspire Advisors (New York)’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
$925K Buy
2,289
+217
+10% +$87.7K 0.01% 408
2025
Q1
$597K Buy
2,072
+246
+13% +$70.9K ﹤0.01% 474
2024
Q4
$529K Buy
+1,826
New +$529K 0.01% 500
2024
Q2
Sell
-1,190
Closed -$203K 685
2024
Q1
$203K Buy
+1,190
New +$203K ﹤0.01% 603