1ST Source Bank’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
Q2 | $167K | Sell |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $264K | Hold |
|
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $284K | Hold |
|
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|
2023
Q4 | $294K | Hold |
|
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|
2023
Q3 | $308K | Hold |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $329K | Hold |
|
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|
2022
Q4 | $341K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $285K | Hold |
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|
2022
Q1 | $331K | Hold |
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|
2021
Q4 | $360K | Hold |
|
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|
2021
Q3 | $327K | Hold |
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|
2021
Q2 | $353K | Hold |
|
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $353K | Hold |
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|
2020
Q3 | $359K | Hold |
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|
2020
Q2 | $350K | Hold |
|
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|
2020
Q1 | $239K | Hold |
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|
2019
Q4 | $357K | Hold |
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|
2019
Q3 | $321K | Hold |
|
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|
2019
Q2 | $315K | Hold |
|
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|
2019
Q1 | $288K | Hold |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $276K | Hold |
|
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|
2018
Q2 | $276K | Hold |
|
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|
2018
Q1 | $282K | Sell |
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|
2017
Q4 | $281K | Hold |
|
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $300K | Sell |
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|
2017
Q1 | $277K | Sell |
|
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|
2016
Q4 | $302K | Hold |
|
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|
2016
Q3 | $242K | Hold |
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|
2016
Q2 | $215K | Buy |
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|
2016
Q1 | $219K | Sell |
|
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|
2015
Q4 | $231K | Hold |
|
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|
2015
Q3 | $185K | Sell |
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|
2015
Q2 | $243K | Hold |
|
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|
2015
Q1 | $235K | Hold |
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|
2014
Q4 | $194K | Hold |
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|
2014
Q3 | $178K | Sell |
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|
2014
Q2 | $186K | Buy |
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|
2014
Q1 | $147K | Sell |
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|
2013
Q4 | $149K | Hold |
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|
2013
Q3 | $145K | Sell |
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|
2013
Q2 | $114K | Buy |
|