Atria Investments’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 |
-83,544
| Closed | -$1.36M | – | 2010 |
|
|
2024
Q4 | $1.36M | Sell |
83,544
-10,898
| -12% | -$178K | 0.02% | 838 |
|
|
2024
Q3 | $1.65M | Buy |
94,442
+41,586
| +79% | +$729K | 0.02% | 736 |
|
|
2024
Q2 | $896K | Buy |
+52,856
| New | +$896K | 0.01% | 995 |
|
|
2017
Q2 | – | Sell |
-10,122
| Closed | -$138K | – | 800 |
|
|
2017
Q1 | $138K | Sell |
10,122
-348
| -3% | -$4.75K | 0.01% | 667 |
|
|
2016
Q4 | $142K | Buy |
+10,470
| New | +$142K | 0.01% | 619 |
|
|
2014
Q2 | – | Sell |
-158,431
| Closed | -$1.45M | – | 467 |
|
|
2014
Q1 | $1.45M | Buy |
+158,431
| New | +$1.45M | 0.15% | 128 |
|
|
2013
Q4 | – | Sell |
-148,359
| Closed | -$1.26M | – | 474 |
|
|
2013
Q3 | $1.26M | Buy |
+148,359
| New | +$1.26M | 0.13% | 125 |
|