Ownership history in Executive Wealth Management, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in STRATEGY SHS (HNDL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 18,065 | +418 | +2.4% | 0.05% | $402K | $20.02 |
| 2024 Q2 | ADDED | 17,647 | +61 | +0.3% | 0.07% | $373K | $18.68 |
| 2024 Q1 | ADDED | 17,586 | +61 | +0.3% | 0.03% | $370K | $18.43 |
| 2023 Q4 | ADDED | 17,525 | +57 | +0.3% | 0.03% | $362K | $17.65 |
| 2023 Q3 | ADDED | 17,468 | +58 | +0.3% | 0.03% | $334K | $16.03 |
| 2023 Q2 | ADDED | 17,410 | +57 | +0.3% | 0.04% | $354K | $16.76 |
| 2023 Q1 | ADDED | 17,353 | +55 | +0.3% | 0.04% | $351K | $16.38 |
| 2022 Q4 | ADDED | 17,298 | +16,967 | +5126.0% | 0.04% | $339K | $15.58 |
| 2022 Q3 | REDUCED | 331 | -16,858 | -98.1% | 0.05% | $331K | $15.01 |
| 2022 Q2 | ADDED | 17,189 | +54 | +0.3% | 0.05% | $354K | $15.83 |
As of 2025 Q4 — sorted by position size