Bartlett & Co’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $41K | Hold |
2,122
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $43K | Buy |
2,122
+422
| +25% | +$8.55K | ﹤0.01% | 686 |
|
|
2023
Q2 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 715 |
|
|
2023
Q1 | $37K | Hold |
1,700
| – | – | ﹤0.01% | 610 |
|
|
2022
Q4 | $38K | Hold |
1,700
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $32K | Hold |
1,700
| – | – | ﹤0.01% | 640 |
|
|
2022
Q2 | $32K | Hold |
1,700
| – | – | ﹤0.01% | 658 |
|
|
2022
Q1 | $37K | Buy |
+1,700
| New | +$37K | ﹤0.01% | 639 |
|