Burney Company’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,288
| Closed | -$276K | – | 620 |
|
|
2024
Q2 | $276K | Sell |
16,288
-45,880
| -74% | -$778K | 0.01% | 527 |
|
|
2024
Q1 | $1.17M | Buy |
62,168
+7,078
| +13% | +$133K | 0.04% | 305 |
|
|
2023
Q4 | $1.07M | Buy |
55,090
+41,009
| +291% | +$799K | 0.05% | 320 |
|
|
2023
Q3 | $287K | Sell |
14,081
-235,897
| -94% | -$4.81M | 0.01% | 488 |
|
|
2023
Q2 | $5.44M | Buy |
+249,978
| New | +$5.44M | 0.25% | 104 |
|
|
2019
Q3 | – | Sell |
-14,813
| Closed | -$290K | – | 449 |
|
|
2019
Q2 | $290K | Buy |
14,813
+694
| +5% | +$13.6K | 0.02% | 387 |
|
|
2019
Q1 | $253K | Buy |
+14,119
| New | +$253K | 0.02% | 404 |
|