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Shelton Capital Management’s Strategy Inc MSTR Stock Holding History

Shelton Capital Management’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32M Buy
34,584
+3,857
+13% +$551K 0.09% 158
2025
Q4 		$4.67M Buy
30,727
+3,492
+13% +$804K 0.09% 167
2025
Q3 		$8.78M Sell
27,235
-1,638
-6% -$608K 0.19% 116
2025
Q2 		$11.7M Buy
28,873
+2,431
+9% +$886K 0.27% 95
2025
Q1 		$7.62M Buy
26,442
+3,984
+18% +$1.26M 0.18% 121
2024
Q4 		$6.5M Buy
+22,458
New +$6.76M 0.16% 135
2021
Q4 		– Sell
-4,780
Closed -$276K – 876
2021
Q3 		$276K Hold
4,780
– – 0.01% 593
2021
Q2 		$318K Hold
4,780
– – 0.01% 541
2021
Q1 		$324K Buy
+4,780
New +$338K 0.01% 528

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