Shelton Capital Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Sell |
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|
2025
Q2 | $347K | Buy |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $505K | Sell |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $555K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $189K | Hold |
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|
2022
Q1 | $220K | Hold |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $217K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $203K | Hold |
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|
2020
Q4 | $219K | Sell |
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|
2020
Q3 | $239K | Hold |
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|
2020
Q2 | $234K | Sell |
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|
2020
Q1 | $167K | Sell |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $251K | Buy |
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|
2019
Q1 | $12.8K | Sell |
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|
2018
Q4 | $200K | Hold |
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|
2018
Q3 | $220K | Hold |
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|
2018
Q2 | $221K | Hold |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $239K | Hold |
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|
2017
Q2 | $239K | Hold |
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|
2017
Q1 | $210K | Hold |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $306K | Hold |
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|
2016
Q2 | $273K | Hold |
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|
2016
Q1 | $309K | Hold |
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|
2015
Q4 | $305K | Sell |
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|
2015
Q3 | $245K | Buy |
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|
2015
Q2 | $320K | Hold |
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|
2015
Q1 | $309K | Hold |
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|
2014
Q4 | $256K | Sell |
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|
2014
Q3 | $261K | Hold |
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|
2014
Q2 | $270K | Hold |
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|
2014
Q1 | $289K | Hold |
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|
2013
Q4 | $276K | Hold |
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|
2013
Q3 | $268K | Hold |
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|
2013
Q2 | $184K | Buy |
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