Wealthspire Advisors (New York)’s Strategy Inc MSTR Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MSTR Stock Details MSTR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$260K	Buy
2025 Q3	$407K	Sell
2025 Q2	$925K	Buy
2025 Q1	$597K	Buy
2024 Q4	$529K	Buy
2024 Q2	–	Sell
2024 Q1	$203K	Buy