Bell Investment Advisors’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 | $937 | Buy |
+82
| New | +$937 | ﹤0.01% | 1606 |
|
|
2025
Q1 | – | Sell |
-62
| Closed | -$1.01K | – | 1953 |
|
|
2024
Q4 | $1.01K | Hold |
62
| – | – | ﹤0.01% | 1577 |
|
|
2024
Q3 | $1.09K | Hold |
62
| – | – | ﹤0.01% | 1565 |
|
|
2024
Q2 | $1.05K | Hold |
62
| – | – | ﹤0.01% | 1602 |
|
|
2024
Q1 | $1.17K | Hold |
62
| – | – | ﹤0.01% | 1557 |
|
|
2023
Q4 | $1.21K | Sell |
62
-8
| -11% | -$156 | ﹤0.01% | 1530 |
|
|
2023
Q3 | $1.43K | Sell |
70
-43
| -38% | -$878 | ﹤0.01% | 1433 |
|
|
2023
Q2 | $2.46K | Sell |
113
-1
| -0.9% | -$22 | ﹤0.01% | 1194 |
|
|
2023
Q1 | $2.48K | Buy |
114
+24
| +27% | +$523 | ﹤0.01% | 1137 |
|
|
2022
Q4 | $2.04K | Hold |
90
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q3 | $2K | Sell |
90
-82
| -48% | -$1.82K | ﹤0.01% | 1247 |
|
|
2022
Q2 | $3K | Buy |
+172
| New | +$3K | ﹤0.01% | 1042 |
|
|
2021
Q4 | $4K | Sell |
166
-44
| -21% | -$1.06K | ﹤0.01% | 911 |
|
|
2021
Q3 | $5K | Buy |
+210
| New | +$5K | ﹤0.01% | 749 |
|