Allworth Financial’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 | $73.6K | Buy |
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|
2025
Q1 | $17.7K | Sell |
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|
2024
Q4 | $30.1K | Buy |
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|
2024
Q3 | $26.8K | Sell |
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|
2024
Q2 | $68.5K | Sell |
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|
2024
Q1 | $82.3K | Sell |
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|
2023
Q4 | $90.7K | Buy |
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|
2023
Q3 | $92.7K | Buy |
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|
2023
Q2 | $71.3K | Buy |
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|
2023
Q1 | $68.3K | Buy |
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|
2022
Q4 | $1.87K | Sell |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $9K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $22K | Buy |
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