Ancora Advisors’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 |
-2,280
| Closed | -$38.7K | – | 1875 |
|
|
2024
Q2 | $38.7K | Hold |
2,280
| – | – | ﹤0.01% | 985 |
|
|
2024
Q1 | $43K | Hold |
2,280
| – | – | ﹤0.01% | 966 |
|
|
2023
Q4 | $44.4K | Buy |
2,280
+190
| +9% | +$3.7K | ﹤0.01% | 937 |
|
|
2023
Q3 | $42.7K | Hold |
2,090
| – | – | ﹤0.01% | 925 |
|
|
2023
Q2 | $45.5K | Sell |
2,090
-610
| -23% | -$13.3K | ﹤0.01% | 906 |
|
|
2023
Q1 | $58.8K | Hold |
2,700
| – | – | ﹤0.01% | 851 |
|
|
2022
Q4 | $61K | Hold |
2,700
| – | – | ﹤0.01% | 896 |
|
|
2022
Q3 | $50K | Sell |
2,700
-37,550
| -93% | -$695K | ﹤0.01% | 1039 |
|
|
2022
Q2 | $760K | Buy |
40,250
+39,080
| +3,340% | +$738K | 0.02% | 413 |
|
|
2022
Q1 | $26K | Sell |
1,170
-300
| -20% | -$6.67K | ﹤0.01% | 1446 |
|
|
2021
Q4 | $35K | Sell |
1,470
-214,152
| -99% | -$5.1M | ﹤0.01% | 1393 |
|
|
2021
Q3 | $4.68M | Buy |
215,622
+171,092
| +384% | +$3.71M | 0.12% | 172 |
|
|
2021
Q2 | $1.04M | Sell |
44,530
-73,150
| -62% | -$1.71M | 0.03% | 383 |
|
|
2021
Q1 | $2.38M | Buy |
117,680
+31,600
| +37% | +$640K | 0.07% | 240 |
|
|
2020
Q4 | $1.89M | Sell |
86,080
-12,330
| -13% | -$270K | 0.06% | 260 |
|
|
2020
Q3 | $2.19M | Buy |
98,410
+39,485
| +67% | +$880K | 0.09% | 205 |
|
|
2020
Q2 | $1.28M | Buy |
58,925
+255
| +0.4% | +$5.56K | 0.05% | 281 |
|
|
2020
Q1 | $873K | Buy |
+58,670
| New | +$873K | 0.04% | 331 |
|