Bedel Financial Consulting’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,252
| Closed | -$93K | – | 918 |
|
|
2022
Q1 | $93K | Hold |
4,252
| – | – | 0.03% | 288 |
|
|
2021
Q4 | $101K | Hold |
4,252
| – | – | 0.03% | 282 |
|
|
2021
Q3 | $92K | Hold |
4,252
| – | – | 0.03% | 289 |
|
|
2021
Q2 | $100K | Hold |
4,252
| – | – | 0.03% | 272 |
|
|
2021
Q1 | $86K | Buy |
4,252
+4,250
| +212,500% | +$86K | 0.03% | 286 |
|
|
2020
Q4 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 883 |
|
|
2020
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 863 |
|
|
2020
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 932 |
|
|
2020
Q1 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 921 |
|
|
2019
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 789 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 773 |
|
|
2019
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 751 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 726 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 719 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 723 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 723 |
|
|
2018
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 695 |
|