Shelton Capital Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $351K | Hold |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $438K | Hold |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $386K | Hold |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $370K | Sell |
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|
2022
Q3 | $300K | Sell |
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|
2022
Q2 | $380K | Hold |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $343K | Hold |
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|
2021
Q3 | $431K | Hold |
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|
2021
Q2 | $474K | Hold |
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|
2021
Q1 | $512K | Sell |
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|
2020
Q4 | $513K | Hold |
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|
2020
Q3 | $350K | Hold |
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|
2020
Q2 | $416K | Sell |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $579K | Sell |
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|
2019
Q3 | $586K | Hold |
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|
2019
Q2 | $603K | Buy |
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|
2019
Q1 | $2.9K | Sell |
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|
2018
Q4 | $406K | Hold |
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|
2018
Q3 | $582K | Hold |
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|
2018
Q2 | $552K | Hold |
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|
2018
Q1 | $454K | Hold |
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|
2017
Q4 | $410K | Hold |
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|
2017
Q3 | $325K | Hold |
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|
2017
Q2 | $302K | Hold |
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|
2017
Q1 | $300K | Sell |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $401K | Hold |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $328K | Hold |
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|
2015
Q3 | $323K | Hold |
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|
2015
Q2 | $423K | Hold |
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|
2015
Q1 | $399K | Sell |
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|
2014
Q4 | $395K | Sell |
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|
2014
Q3 | $481K | Hold |
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|
2014
Q2 | $458K | Hold |
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|
2014
Q1 | $414K | Hold |
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|
2013
Q4 | $432K | Hold |
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|
2013
Q3 | $383K | Hold |
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|
2013
Q2 | $334K | Buy |
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