Shelton Capital Management’s Advanced Drainage Systems WMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
2,533
| – | – | 0.01% | 502 |
|
|
2025
Q1 | $275K | Sell |
2,533
-160
| -6% | -$17.4K | 0.01% | 505 |
|
|
2024
Q4 | $311K | Hold |
2,693
| – | – | 0.01% | 485 |
|
|
2024
Q3 | $423K | Sell |
2,693
-90
| -3% | -$14.1K | 0.01% | 384 |
|
|
2024
Q2 | $446K | Sell |
2,783
-113
| -4% | -$18.1K | 0.01% | 355 |
|
|
2024
Q1 | $499K | Sell |
2,896
-98
| -3% | -$16.9K | 0.01% | 350 |
|
|
2023
Q4 | $421K | Hold |
2,994
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $341K | Hold |
2,994
| – | – | 0.01% | 410 |
|
|
2023
Q2 | $341K | Sell |
2,994
-148
| -5% | -$16.8K | 0.01% | 429 |
|
|
2023
Q1 | $265K | Buy |
+3,142
| New | +$265K | 0.01% | 531 |
|