ARS Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $248K | Hold |
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|
2021
Q1 | $214K | Hold |
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|
2020
Q4 | $232K | Hold |
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|
2020
Q3 | $236K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $158K | Hold |
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|
2019
Q4 | $235K | Hold |
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|
2019
Q3 | $212K | Hold |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $189K | Hold |
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|
2018
Q4 | $165K | Hold |
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|
2018
Q3 | $181K | Hold |
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|
2018
Q2 | $182K | Hold |
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|
2018
Q1 | $186K | Hold |
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|
2017
Q4 | $174K | Hold |
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|
2017
Q3 | $164K | Hold |
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|
2017
Q2 | $164K | Sell |
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|
2017
Q1 | $146K | Hold |
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|
2016
Q4 | $145K | Buy |
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|
2016
Q3 | $114K | Hold |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $114K | Hold |
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|
2015
Q3 | $92K | Hold |
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|
2015
Q2 | $119K | Hold |
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|
2015
Q1 | $115K | Buy |
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