Boyar Asset 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 | $318K | Buy |
27,878
+6
| +0% | +$69 | 0.21% | 64 |
|
|
2025
Q1 | $408K | Sell |
27,872
-1,615
| -5% | -$23.6K | 0.3% | 58 |
|
|
2024
Q4 | $481K | Buy |
29,487
+7
| +0% | +$114 | 0.32% | 53 |
|
|
2024
Q3 | $516K | Sell |
29,480
-541
| -2% | -$9.48K | 0.33% | 52 |
|
|
2024
Q2 | $509K | Buy |
30,021
+7
| +0% | +$119 | 0.35% | 48 |
|
|
2024
Q1 | $565K | Buy |
30,014
+1,400
| +5% | +$26.4K | 0.37% | 45 |
|
|
2023
Q4 | $557K | Sell |
28,614
-4,908
| -15% | -$95.6K | 0.42% | 44 |
|
|
2023
Q3 | $684K | Sell |
33,522
-1,152
| -3% | -$23.5K | 0.54% | 41 |
|
|
2023
Q2 | $754K | Sell |
34,674
-460
| -1% | -$10K | 0.56% | 41 |
|
|
2023
Q1 | $765K | Sell |
35,134
-323
| -0.9% | -$7.04K | 0.59% | 40 |
|
|
2022
Q4 | $802K | Sell |
35,457
-1,011
| -3% | -$22.9K | 0.65% | 38 |
|
|
2022
Q3 | $682K | Buy |
36,468
+311
| +0.9% | +$5.82K | 0.56% | 46 |
|
|
2022
Q2 | $683K | Sell |
36,157
-1,670
| -4% | -$31.5K | 0.56% | 42 |
|
|
2022
Q1 | $831K | Buy |
37,827
+1,111
| +3% | +$24.4K | 0.53% | 43 |
|
|
2021
Q4 | $876K | Sell |
36,716
-325
| -0.9% | -$7.75K | 0.53% | 44 |
|
|
2021
Q3 | $803K | Sell |
37,041
-1,092
| -3% | -$23.7K | 0.53% | 44 |
|
|
2021
Q2 | $893K | Sell |
38,133
-344
| -0.9% | -$8.06K | 0.58% | 46 |
|
|
2021
Q1 | $780K | Sell |
38,477
-1,904
| -5% | -$38.6K | 0.53% | 47 |
|
|
2020
Q4 | $885K | Sell |
40,381
-5,901
| -13% | -$129K | 0.67% | 39 |
|
|
2020
Q3 | $1.03M | Buy |
46,282
+835
| +2% | +$18.6K | 0.87% | 32 |
|
|
2020
Q2 | $990K | Sell |
45,447
-738
| -2% | -$16.1K | 0.92% | 31 |
|
|
2020
Q1 | $687K | Sell |
46,185
-4,074
| -8% | -$60.6K | 0.77% | 32 |
|
|
2019
Q4 | $1.12M | Sell |
50,259
-2,037
| -4% | -$45.2K | 0.81% | 38 |
|
|
2019
Q3 | $1.05M | Sell |
52,296
-17,530
| -25% | -$350K | 0.79% | 36 |
|
|
2019
Q2 | $1.37M | Sell |
69,826
-11,479
| -14% | -$225K | 1.01% | 35 |
|
|
2019
Q1 | $1.46M | Sell |
81,305
-10,569
| -12% | -$189K | 1.09% | 33 |
|
|
2018
Q4 | $1.43M | Sell |
91,874
-4,573
| -5% | -$71.4K | 1.18% | 32 |
|
|
2018
Q3 | $1.65M | Sell |
96,447
-17,813
| -16% | -$305K | 1.13% | 33 |
|
|
2018
Q2 | $1.96M | Sell |
114,260
-1,500
| -1% | -$25.8K | 1.44% | 29 |
|
|
2018
Q1 | $2.03M | Hold |
115,760
| – | – | 1.48% | 28 |
|
|
2017
Q4 | $1.9M | Sell |
115,760
-21
| -0% | -$345 | 1.35% | 31 |
|
|
2017
Q3 | $1.8M | Sell |
115,781
-3,067
| -3% | -$47.6K | 1.34% | 31 |
|
|
2017
Q2 | $1.84M | Sell |
118,848
-3,277
| -3% | -$50.8K | 1.35% | 31 |
|
|
2017
Q1 | $1.66M | Buy |
122,125
+28,699
| +31% | +$391K | 1.22% | 34 |
|
|
2016
Q4 | $1.26M | Sell |
93,426
-31,387
| -25% | -$424K | 1.26% | 36 |
|
|
2016
Q3 | $1.35M | Sell |
124,813
-1,117
| -0.9% | -$12.1K | 1.06% | 39 |
|
|
2016
Q2 | $1.21M | Sell |
125,930
-32,260
| -20% | -$310K | 0.96% | 40 |
|
|
2016
Q1 | $1.72M | Hold |
158,190
| – | – | 1.35% | 34 |
|
|
2015
Q4 | $1.7M | Sell |
158,190
-1,000
| -0.6% | -$10.8K | 1.36% | 32 |
|
|
2015
Q3 | $1.38M | Sell |
159,190
-1,378
| -0.9% | -$11.9K | 1.17% | 36 |
|
|
2015
Q2 | $1.81M | Sell |
160,568
-58,660
| -27% | -$662K | 1.39% | 33 |
|
|
2015
Q1 | $2.39M | Sell |
219,228
-78,770
| -26% | -$859K | 1.83% | 25 |
|
|
2014
Q4 | $2.69M | Hold |
297,998
| – | – | 2.1% | 21 |
|
|
2014
Q3 | $2.46M | Sell |
297,998
-220
| -0.1% | -$1.82K | 1.9% | 24 |
|
|
2014
Q2 | $2.54M | Sell |
298,218
-13,000
| -4% | -$111K | 2.02% | 22 |
|
|
2014
Q1 | $2.84M | Sell |
311,218
-123,825
| -28% | -$1.13M | 2.31% | 15 |
|
|
2013
Q4 | $3.79M | Hold |
435,043
| – | – | 3.15% | 8 |
|
|
2013
Q3 | $3.69M | Sell |
435,043
-3,215
| -0.7% | -$27.3K | 3.54% | 8 |
|
|
2013
Q2 | $2.56M | Buy |
+438,258
| New | +$2.56M | 2.55% | 15 |
|