American Portfolios Advisors’s Wendy's WEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$48.1K Sell
2,574
-1,378
-35% -$25.8K ﹤0.01% 1725
2022
Q2
$74.6K Sell
3,952
-510
-11% -$9.63K ﹤0.01% 1555
2022
Q1
$98K Buy
4,462
+10
+0.2% +$220 ﹤0.01% 1517
2021
Q4
$106K Buy
4,452
+9
+0.2% +$215 ﹤0.01% 1480
2021
Q3
$96.3K Buy
4,443
+9
+0.2% +$195 ﹤0.01% 1474
2021
Q2
$104K Buy
4,434
+1,296
+41% +$30.4K ﹤0.01% 1404
2021
Q1
$63.6K Buy
3,138
+1,378
+78% +$27.9K ﹤0.01% 1497
2020
Q4
$38.6K Sell
1,760
-34
-2% -$745 ﹤0.01% 1519
2020
Q3
$40K Hold
1,794
﹤0.01% 1408
2020
Q2
$39.1K Buy
1,794
+1
+0.1% +$22 ﹤0.01% 1377
2020
Q1
$26.7K Sell
1,793
-11,642
-87% -$173K ﹤0.01% 1415
2019
Q4
$298K Buy
13,435
+11,882
+765% +$264K 0.02% 597
2019
Q3
$31K Buy
1,553
+2
+0.1% +$40 ﹤0.01% 1487
2019
Q2
$30.4K Buy
1,551
+1
+0.1% +$20 ﹤0.01% 1486
2019
Q1
$27.7K Buy
1,550
+2
+0.1% +$36 ﹤0.01% 1442
2018
Q4
$24.2K Hold
1,548
﹤0.01% 1301
2018
Q3
$26.5K Hold
1,548
﹤0.01% 1378
2018
Q2
$26.6K Hold
1,548
﹤0.01% 1347
2018
Q1
$27.2K Hold
1,548
﹤0.01% 1267
2017
Q4
$25.4K Buy
+1,548
New +$25.4K ﹤0.01% 1246