Shelton Capital Management’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 | $11.7M | Buy |
28,873
+2,431
| +9% | +$983K | 0.27% | 95 |
|
|
2025
Q1 | $7.62M | Buy |
26,442
+3,984
| +18% | +$1.15M | 0.18% | 121 |
|
|
2024
Q4 | $6.5M | Buy |
+22,458
| New | +$6.5M | 0.16% | 135 |
|
|
2021
Q4 | – | Sell |
-4,780
| Closed | -$276K | – | 872 |
|
|
2021
Q3 | $276K | Hold |
4,780
| – | – | 0.01% | 590 |
|
|
2021
Q2 | $318K | Hold |
4,780
| – | – | 0.01% | 538 |
|
|
2021
Q1 | $324K | Buy |
+4,780
| New | +$324K | 0.01% | 525 |
|