Bartlett & Co 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
Q2 | $35.5K | Hold |
3,107
| – | – | ﹤0.01% | 717 |
|
|
2025
Q1 | $45.5K | Hold |
3,107
| – | – | ﹤0.01% | 666 |
|
|
2024
Q4 | $50.6K | Buy |
3,107
+985
| +46% | +$16.1K | ﹤0.01% | 651 |
|
|
2024
Q3 | $37.2K | Hold |
2,122
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $36K | Hold |
2,122
| – | – | ﹤0.01% | 718 |
|
|
2024
Q1 | $40K | Hold |
2,122
| – | – | ﹤0.01% | 698 |
|
|
2023
Q4 | $41.4K | Hold |
2,122
| – | – | ﹤0.01% | 742 |
|
|
2023
Q3 | $43.3K | Buy |
2,122
+422
| +25% | +$8.61K | ﹤0.01% | 686 |
|
|
2023
Q2 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 713 |
|
|
2023
Q1 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $38.5K | Hold |
1,700
| – | – | ﹤0.01% | 615 |
|
|
2022
Q3 | $31.8K | Hold |
1,700
| – | – | ﹤0.01% | 638 |
|
|
2022
Q2 | $32.1K | Hold |
1,700
| – | – | ﹤0.01% | 656 |
|
|
2022
Q1 | $37.3K | Buy |
+1,700
| New | +$37.3K | ﹤0.01% | 634 |
|