Algert Global’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-17,599
| Closed | -$298K | – | 1612 |
|
|
2024
Q2 | $298K | Buy |
+17,599
| New | +$298K | 0.01% | 1124 |
|
|
2023
Q2 | – | Sell |
-53,497
| Closed | -$1.17M | – | 1285 |
|
|
2023
Q1 | $1.17M | Buy |
+53,497
| New | +$1.17M | 0.06% | 588 |
|
|
2022
Q3 | – | Sell |
-48,110
| Closed | -$908K | – | 1352 |
|
|
2022
Q2 | $908K | Buy |
+48,110
| New | +$908K | 0.07% | 528 |
|
|
2022
Q1 | – | Sell |
-29,011
| Closed | -$692K | – | 1320 |
|
|
2021
Q4 | $692K | Sell |
29,011
-3,735
| -11% | -$89.1K | 0.09% | 418 |
|
|
2021
Q3 | $710K | Buy |
+32,746
| New | +$710K | 0.09% | 389 |
|