WR Wealth Planners, LLC
- SEC CIK
- 0002031978
- Latest filing
- Feb 5, 2025
MSTR holding history
Strategy Inc in every 13F filed by WR Wealth Planners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSTR overviewAll 13F holders of MSTRFull Q4 2024 holdings
- Shares (Q4 2024)
- 260
- Value
- $75.3K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 260 | $75.3K | <0.1% | +48+22.6% | Added | Holders |
| Q3 2024 | 212 | $35.7K | <0.1% | −8−3.6% | ReducedConverted for a 10-for-1 split | Holders |
| Q2 2024 | 22 | $30.3K | <0.1% | −13−37.1% | Reduced | Holders |
| Q1 2024 | 35 | $59.7K | <0.1% | +35 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −526−100.0% | Sold out | Holders |
| Q1 2023 | 526 | $153.8K | 0.1% | +526 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −29−100.0% | Sold out | Holders |
| Q2 2022 | 29 | $4.76K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 29 | $14.1K | <0.1% | – | No prior filing | Holders |