Avior Wealth Management’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 |
-350
| Closed | -$5.71K | – | 2331 |
|
|
2024
Q4 | $5.71K | Sell |
350
-10
| -3% | -$163 | ﹤0.01% | 1820 |
|
|
2024
Q3 | $6.31K | Buy |
360
+10
| +3% | +$175 | ﹤0.01% | 1698 |
|
|
2024
Q2 | $5.94K | Hold |
350
| – | – | ﹤0.01% | 1675 |
|
|
2024
Q1 | $6.59K | Hold |
350
| – | – | ﹤0.01% | 1996 |
|
|
2023
Q4 | $6.82K | Buy |
+350
| New | +$6.82K | ﹤0.01% | 1065 |
|
|
2020
Q1 | – | Sell |
-200
| Closed | -$4K | – | 905 |
|
|
2019
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 679 |
|
|
2016
Q2 | – | Sell |
-45
| Closed | – | – | 495 |
|
|
2016
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 514 |
|
|
2015
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 476 |
|