Becker Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,235
| Closed | -$208K | – | 283 |
|
|
2024
Q2 | $208K | Hold |
12,235
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $231K | Sell |
12,235
-1,530
| -11% | -$28.8K | 0.01% | 251 |
|
|
2023
Q4 | $268K | Hold |
13,765
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $281K | Hold |
13,765
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $299K | Hold |
13,765
| – | – | 0.01% | 236 |
|
|
2023
Q1 | $300K | Hold |
13,765
| – | – | 0.01% | 228 |
|
|
2022
Q4 | $312K | Hold |
13,765
| – | – | 0.01% | 166 |
|
|
2022
Q3 | $257K | Hold |
13,765
| – | – | 0.01% | 171 |
|
|
2022
Q2 | $260K | Hold |
13,765
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $302K | Hold |
13,765
| – | – | 0.01% | 173 |
|
|
2021
Q4 | $328K | Hold |
13,765
| – | – | 0.01% | 173 |
|
|
2021
Q3 | $298K | Hold |
13,765
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $322K | Hold |
13,765
| – | – | 0.01% | 170 |
|
|
2021
Q1 | $279K | Hold |
13,765
| – | – | 0.01% | 171 |
|
|
2020
Q4 | $302K | Hold |
13,765
| – | – | 0.01% | 161 |
|
|
2020
Q3 | $307K | Hold |
13,765
| – | – | 0.02% | 151 |
|
|
2020
Q2 | $300K | Hold |
13,765
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $205K | Hold |
13,765
| – | – | 0.01% | 164 |
|
|
2019
Q4 | $306K | Hold |
13,765
| – | – | 0.01% | 157 |
|
|
2019
Q3 | $275K | Hold |
13,765
| – | – | 0.01% | 150 |
|
|
2019
Q2 | $270K | Hold |
13,765
| – | – | 0.01% | 157 |
|
|
2019
Q1 | $246K | Hold |
13,765
| – | – | 0.01% | 181 |
|
|
2018
Q4 | $215K | Hold |
13,765
| – | – | 0.01% | 170 |
|
|
2018
Q3 | $236K | Hold |
13,765
| – | – | 0.01% | 175 |
|
|
2018
Q2 | $236K | Hold |
13,765
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $242K | Hold |
13,765
| – | – | 0.01% | 161 |
|
|
2017
Q4 | $226K | Hold |
13,765
| – | – | 0.01% | 156 |
|
|
2017
Q3 | $214K | Sell |
13,765
-260
| -2% | -$3.98K | 0.01% | 153 |
|
|
2017
Q2 | $218K | Hold |
14,025
| – | – | 0.01% | 132 |
|
|
2017
Q1 | $191K | Hold |
14,025
| – | – | 0.01% | 138 |
|
|
2016
Q4 | $190K | Hold |
14,025
| – | – | 0.01% | 139 |
|
|
2016
Q3 | $151K | Hold |
14,025
| – | – | 0.01% | 138 |
|
|
2016
Q2 | $135K | Hold |
14,025
| – | – | 0.01% | 135 |
|
|
2016
Q1 | $153K | Hold |
14,025
| – | – | 0.01% | 124 |
|
|
2015
Q4 | $151K | Hold |
14,025
| – | – | 0.01% | 135 |
|
|
2015
Q3 | $121K | Hold |
14,025
| – | – | 0.01% | 131 |
|
|
2015
Q2 | $158K | Hold |
14,025
| – | – | 0.01% | 134 |
|
|
2015
Q1 | $153K | Hold |
14,025
| – | – | 0.01% | 137 |
|
|
2014
Q4 | $127K | Hold |
14,025
| – | – | ﹤0.01% | 139 |
|
|
2014
Q3 | $116K | Hold |
14,025
| – | – | ﹤0.01% | 146 |
|
|
2014
Q2 | $120K | Hold |
14,025
| – | – | ﹤0.01% | 146 |
|
|
2014
Q1 | $128K | Hold |
14,025
| – | – | 0.01% | 139 |
|
|
2013
Q4 | $122K | Hold |
14,025
| – | – | 0.01% | 141 |
|
|
2013
Q3 | $119K | Hold |
14,025
| – | – | 0.01% | 130 |
|
|
2013
Q2 | $82K | Buy |
+14,025
| New | +$81.3K | ﹤0.01% | 123 |
|
Other funds holding WEN
TFM
