Bartlett & Co Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $28.5K | Hold |
|
|||||
|
2025
Q2 | $35.5K | Hold |
|
|||||
|
2025
Q1 | $45.5K | Hold |
|
|||||
|
2024
Q4 | $50.6K | Buy |
|
|||||
|
2024
Q3 | $37.2K | Hold |
|
|||||
|
2024
Q2 | $36K | Hold |
|
|||||
|
2024
Q1 | $40K | Hold |
|
|||||
|
2023
Q4 | $41.4K | Hold |
|
|||||
|
2023
Q3 | $43.3K | Buy |
|
|||||
|
2023
Q2 | $37K | Hold |
|
|||||
|
2023
Q1 | $37K | Hold |
|
|||||
|
2022
Q4 | $38.5K | Hold |
|
|||||
|
2022
Q3 | $31.8K | Hold |
|
|||||
|
2022
Q2 | $32.1K | Hold |
|
|||||
|
2022
Q1 | $37.3K | Buy |
|