Arax Advisory Partners’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 | $726 | Sell |
64
-3,193
| -98% | -$36.2K | ﹤0.01% | 2870 |
|
|
2025
Q1 | $47.6K | Sell |
3,257
-8,886
| -73% | -$130K | ﹤0.01% | 962 |
|
|
2024
Q4 | $198K | Buy |
12,143
+10,881
| +862% | +$177K | 0.01% | 485 |
|
|
2024
Q3 | $22.1K | Buy |
1,262
+873
| +224% | +$15.3K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $6.6K | Buy |
389
+350
| +897% | +$5.94K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $741 | Sell |
39
-227
| -85% | -$4.31K | ﹤0.01% | 1197 |
|
|
2023
Q4 | $5.18K | Buy |
266
+216
| +432% | +$4.21K | ﹤0.01% | 881 |
|
|
2023
Q3 | $1.02K | Buy |
+50
| New | +$1.02K | ﹤0.01% | 1121 |
|