Annis Gardner Whiting Capital Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,460
| Closed | -$366K | – | 834 |
|
|
2024
Q4 | $366K | Hold |
22,460
| – | – | 0.1% | 160 |
|
|
2024
Q3 | $394K | Buy |
22,460
+25
| +0.1% | +$438 | 0.11% | 155 |
|
|
2024
Q2 | $380K | Buy |
22,435
+2,515
| +13% | +$42.7K | 0.11% | 158 |
|
|
2024
Q1 | $375K | Buy |
19,920
+19,811
| +18,175% | +$373K | 0.13% | 124 |
|
|
2023
Q4 | $2.12K | Buy |
+109
| New | +$2.12K | ﹤0.01% | 630 |
|