Arkadios Wealth 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
Q4 | – | Sell |
-11,378
| Closed | -$199K | – | 986 |
|
|
2024
Q3 | $199K | Sell |
11,378
-6,566
| -37% | -$115K | 0.01% | 846 |
|
|
2024
Q2 | $304K | Sell |
17,944
-2,106
| -11% | -$35.7K | 0.02% | 632 |
|
|
2024
Q1 | $378K | Sell |
20,050
-270
| -1% | -$5.09K | 0.03% | 464 |
|
|
2023
Q4 | $396K | Buy |
20,320
+915
| +5% | +$17.8K | 0.03% | 438 |
|
|
2023
Q3 | $396K | Buy |
+19,405
| New | +$396K | 0.04% | 403 |
|