American Capital Advisory’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 | $811 | Buy |
71
+1
| +1% | +$11 | ﹤0.01% | 527 |
|
|
2025
Q1 | $1.03K | Buy |
70
+1
| +1% | +$15 | ﹤0.01% | 428 |
|
|
2024
Q4 | $1.13K | Buy |
69
+1
| +1% | +$16 | ﹤0.01% | 418 |
|
|
2024
Q3 | $1.19K | Hold |
68
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $1.33K | Buy |
68
+32
| +89% | +$624 | ﹤0.01% | 369 |
|
|
2024
Q1 | $785 | Sell |
36
-32
| -47% | -$698 | ﹤0.01% | 398 |
|
|
2023
Q4 | $1.33K | Buy |
+68
| New | +$1.33K | ﹤0.01% | 369 |
|