AdvisorShares Investments’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
+40,100
| New | +$458K | 0.08% | 172 |
|
|
2024
Q1 | – | Sell |
-976
| Closed | -$19K | – | 325 |
|
|
2023
Q4 | $19K | Hold |
976
| – | – | ﹤0.01% | 269 |
|
|
2023
Q3 | $19.9K | Buy |
976
+40
| +4% | +$816 | 0.01% | 234 |
|
|
2023
Q2 | $20.4K | Sell |
936
-4,040
| -81% | -$87.9K | 0.01% | 251 |
|
|
2023
Q1 | $108K | Buy |
4,976
+2,000
| +67% | +$43.6K | 0.03% | 222 |
|
|
2022
Q4 | $67.3K | Sell |
2,976
-720
| -19% | -$16.3K | 0.02% | 259 |
|
|
2022
Q3 | $69K | Hold |
3,696
| – | – | 0.02% | 260 |
|
|
2022
Q2 | $70K | Sell |
3,696
-2,740
| -43% | -$51.9K | 0.02% | 176 |
|
|
2022
Q1 | $141K | Hold |
6,436
| – | – | 0.02% | 182 |
|
|
2021
Q4 | $153K | Sell |
6,436
-1,110
| -15% | -$26.4K | 0.02% | 157 |
|
|
2021
Q3 | $164K | Buy |
7,546
+2,920
| +63% | +$63.5K | 0.03% | 154 |
|
|
2021
Q2 | $108K | Buy |
+4,626
| New | +$108K | 0.01% | 177 |
|
|
2020
Q1 | – | Sell |
-34,688
| Closed | -$770K | – | 136 |
|
|
2019
Q4 | $770K | Buy |
+34,688
| New | +$770K | 0.48% | 67 |
|