Advisor Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $392K | Sell |
17,621
-506
| -3% | -$11.3K | ﹤0.01% | 1853 |
|
2019
Q3 | $363K | Sell |
18,127
-1,243
| -6% | -$24.9K | ﹤0.01% | 1850 |
|
2019
Q2 | $379K | Buy |
19,370
+2,693
| +16% | +$52.7K | ﹤0.01% | 1814 |
|
2019
Q1 | $298K | Buy |
16,677
+5,017
| +43% | +$89.6K | ﹤0.01% | 1979 |
|
2018
Q4 | $182K | Buy |
11,660
+797
| +7% | +$12.4K | ﹤0.01% | 2161 |
|
2018
Q3 | $185K | Sell |
10,863
-2,019
| -16% | -$34.4K | ﹤0.01% | 2223 |
|
2018
Q2 | $221K | Sell |
12,882
-2,378
| -16% | -$40.8K | ﹤0.01% | 1902 |
|
2018
Q1 | $268K | Sell |
15,260
-103
| -0.7% | -$1.81K | ﹤0.01% | 1766 |
|
2017
Q4 | $253K | Sell |
15,363
-4,316
| -22% | -$71.1K | ﹤0.01% | 1810 |
|
2017
Q3 | $306K | Sell |
19,679
-45,334
| -70% | -$705K | ﹤0.01% | 1518 |
|
2017
Q2 | $1.01M | Buy |
65,013
+45,485
| +233% | +$706K | 0.02% | 751 |
|
2017
Q1 | $267K | Buy |
19,528
+1,234
| +7% | +$16.9K | 0.01% | 1464 |
|
2016
Q4 | $247K | Sell |
18,294
-2,029
| -10% | -$27.4K | 0.01% | 1416 |
|
2016
Q3 | $220K | Sell |
20,323
-2,403
| -11% | -$26K | 0.01% | 1456 |
|
2016
Q2 | $215K | Buy |
+22,726
| New | +$215K | 0.01% | 1415 |
|