Aigen Investment Management’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 | $710K | Sell |
62,181
-59,153
| -49% | -$676K | 0.1% | 317 |
|
|
2025
Q1 | $1.78M | Buy |
+121,334
| New | +$1.78M | 0.28% | 96 |
|
|
2024
Q3 | – | Sell |
-64,245
| Closed | -$1.09M | – | 1047 |
|
|
2024
Q2 | $1.09M | Buy |
+64,245
| New | +$1.09M | 0.21% | 126 |
|
|
2023
Q3 | – | Sell |
-14,761
| Closed | -$321K | – | 1109 |
|
|
2023
Q2 | $321K | Sell |
14,761
-77,876
| -84% | -$1.69M | 0.05% | 472 |
|
|
2023
Q1 | $2.02M | Buy |
+92,637
| New | +$2.02M | 0.28% | 88 |
|
|
2022
Q4 | – | Sell |
-21,094
| Closed | -$394K | – | 802 |
|
|
2022
Q3 | $394K | Sell |
21,094
-7,022
| -25% | -$131K | 0.06% | 352 |
|
|
2022
Q2 | $531K | Buy |
+28,116
| New | +$531K | 0.09% | 292 |
|
|
2020
Q3 | – | Sell |
-64,332
| Closed | -$1.4M | – | 1125 |
|
|
2020
Q2 | $1.4M | Buy |
+64,332
| New | +$1.4M | 0.18% | 164 |
|