Baird Financial Group’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 | $3.37M | Buy |
+294,979
| New | +$3.37M | 0.01% | 849 |
|
|
2024
Q2 | – | Sell |
-346,005
| Closed | -$6.52M | – | 1838 |
|
|
2024
Q1 | $6.52M | Buy |
346,005
+57,247
| +20% | +$1.08M | 0.01% | 595 |
|
|
2023
Q4 | $5.63M | Buy |
288,758
+21,312
| +8% | +$415K | 0.01% | 633 |
|
|
2023
Q3 | $5.46M | Buy |
267,446
+21,855
| +9% | +$446K | 0.01% | 605 |
|
|
2023
Q2 | $5.34M | Buy |
245,591
+234,658
| +2,146% | +$5.1M | 0.01% | 597 |
|
|
2023
Q1 | $238K | Sell |
10,933
-430
| -4% | -$9.37K | ﹤0.01% | 1570 |
|
|
2022
Q4 | $257K | Buy |
11,363
+78
| +0.7% | +$1.76K | ﹤0.01% | 1509 |
|
|
2022
Q3 | $211K | Buy |
+11,285
| New | +$211K | ﹤0.01% | 1593 |
|
|
2022
Q2 | – | Sell |
-46,742
| Closed | -$1.03M | – | 1872 |
|
|
2022
Q1 | $1.03M | Sell |
46,742
-2,626
| -5% | -$57.7K | ﹤0.01% | 1138 |
|
|
2021
Q4 | $1.18M | Sell |
49,368
-2,861
| -5% | -$68.2K | ﹤0.01% | 1141 |
|
|
2021
Q3 | $1.13M | Sell |
52,229
-868
| -2% | -$18.8K | ﹤0.01% | 1156 |
|
|
2021
Q2 | $1.24M | Sell |
53,097
-6,807
| -11% | -$159K | ﹤0.01% | 1102 |
|
|
2021
Q1 | $1.21M | Sell |
59,904
-3,572
| -6% | -$72.4K | ﹤0.01% | 1054 |
|
|
2020
Q4 | $1.39M | Buy |
63,476
+43,879
| +224% | +$962K | ﹤0.01% | 904 |
|
|
2020
Q3 | $437K | Buy |
19,597
+1,079
| +6% | +$24.1K | ﹤0.01% | 1204 |
|
|
2020
Q2 | $403K | Sell |
18,518
-7,258
| -28% | -$158K | ﹤0.01% | 1201 |
|
|
2020
Q1 | $384K | Sell |
25,776
-5,934
| -19% | -$88.4K | ﹤0.01% | 1134 |
|
|
2019
Q4 | $704K | Sell |
31,710
-169,860
| -84% | -$3.77M | ﹤0.01% | 1080 |
|
|
2019
Q3 | $4.03M | Buy |
201,570
+3,911
| +2% | +$78.1K | 0.02% | 570 |
|
|
2019
Q2 | $3.87M | Buy |
+197,659
| New | +$3.87M | 0.02% | 589 |
|
|
2016
Q3 | – | Sell |
-252,271
| Closed | -$2.47M | – | 1228 |
|
|
2016
Q2 | $2.47M | Sell |
252,271
-187,672
| -43% | -$1.84M | 0.02% | 506 |
|
|
2016
Q1 | $4.79M | Sell |
439,943
-20,694
| -4% | -$225K | 0.05% | 359 |
|
|
2015
Q4 | $4.96M | Sell |
460,637
-13,349
| -3% | -$144K | 0.05% | 339 |
|
|
2015
Q3 | $4.1M | Sell |
473,986
-18,444
| -4% | -$160K | 0.04% | 370 |
|
|
2015
Q2 | $5.56M | Buy |
+492,430
| New | +$5.56M | 0.05% | 313 |
|