Blue Bell Private Wealth Management’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 | – | Sell |
-157
| Closed | -$2.3K | – | 765 |
|
|
2025
Q1 | $2.3K | Hold |
157
| – | – | ﹤0.01% | 618 |
|
|
2024
Q4 | $2.56K | Hold |
157
| – | – | ﹤0.01% | 578 |
|
|
2024
Q3 | $2.75K | Hold |
157
| – | – | ﹤0.01% | 597 |
|
|
2024
Q2 | $2.66K | Hold |
157
| – | – | ﹤0.01% | 611 |
|
|
2024
Q1 | $2.96K | Hold |
157
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $3.06K | Hold |
157
| – | – | ﹤0.01% | 598 |
|
|
2023
Q3 | $3.2K | Hold |
157
| – | – | ﹤0.01% | 539 |
|
|
2023
Q2 | $3.42K | Hold |
157
| – | – | ﹤0.01% | 541 |
|
|
2023
Q1 | $3.42K | Hold |
157
| – | – | ﹤0.01% | 508 |
|
|
2022
Q4 | $3.55K | Buy |
157
+57
| +57% | +$1.29K | ﹤0.01% | 512 |
|
|
2022
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 658 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 715 |
|
|
2021
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 720 |
|