Beverly Hills Private Wealth’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,427
| Closed | -$215K | – | 367 |
|
|
2024
Q1 | $215K | Buy |
11,427
+153
| +1% | +$2.88K | 0.05% | 333 |
|
|
2023
Q4 | $220K | Buy |
11,274
+139
| +1% | +$2.71K | 0.06% | 308 |
|
|
2023
Q3 | $227K | Buy |
11,135
+135
| +1% | +$2.76K | 0.07% | 260 |
|
|
2023
Q2 | $237K | Hold |
11,000
| – | – | 0.04% | 295 |
|
|
2023
Q1 | $240K | Buy |
+11,000
| New | +$240K | 0.07% | 246 |
|