Cambridge Investment Research 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 | $396K | Buy |
34,674
+5,149
| +17% | +$58.8K | ﹤0.01% | 2758 |
|
|
2025
Q1 | $432K | Sell |
29,525
-5,928
| -17% | -$86.7K | ﹤0.01% | 2569 |
|
|
2024
Q4 | $578K | Buy |
35,453
+2,422
| +7% | +$39.5K | ﹤0.01% | 2300 |
|
|
2024
Q3 | $579K | Buy |
33,031
+5,581
| +20% | +$97.8K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $466K | Buy |
27,450
+711
| +3% | +$12.1K | ﹤0.01% | 2355 |
|
|
2024
Q1 | $504K | Buy |
26,739
+2,933
| +12% | +$55.3K | ﹤0.01% | 2269 |
|
|
2023
Q4 | $464K | Sell |
23,806
-7,365
| -24% | -$144K | ﹤0.01% | 2240 |
|
|
2023
Q3 | $636K | Sell |
31,171
-2,175
| -7% | -$44.4K | ﹤0.01% | 1894 |
|
|
2023
Q2 | $725K | Buy |
33,346
+734
| +2% | +$16K | ﹤0.01% | 1853 |
|
|
2023
Q1 | $710K | Buy |
32,612
+2,627
| +9% | +$57.2K | ﹤0.01% | 1814 |
|
|
2022
Q4 | $679K | Buy |
29,985
+9,701
| +48% | +$220K | ﹤0.01% | 1786 |
|
|
2022
Q3 | $379K | Buy |
20,284
+2,815
| +16% | +$52.6K | ﹤0.01% | 2164 |
|
|
2022
Q2 | $330K | Sell |
17,469
-3,566
| -17% | -$67.4K | ﹤0.01% | 2302 |
|
|
2022
Q1 | $462K | Sell |
21,035
-1,859
| -8% | -$40.8K | ﹤0.01% | 2176 |
|
|
2021
Q4 | $546K | Buy |
22,894
+4,608
| +25% | +$110K | ﹤0.01% | 2040 |
|
|
2021
Q3 | $396K | Sell |
18,286
-1,041
| -5% | -$22.5K | ﹤0.01% | 2228 |
|
|
2021
Q2 | $453K | Buy |
19,327
+6,600
| +52% | +$155K | ﹤0.01% | 2136 |
|
|
2021
Q1 | $258K | Sell |
12,727
-6,110
| -32% | -$124K | ﹤0.01% | 2400 |
|
|
2020
Q4 | $413K | Sell |
18,837
-784
| -4% | -$17.2K | ﹤0.01% | 1901 |
|
|
2020
Q3 | $437K | Buy |
19,621
+1,178
| +6% | +$26.2K | ﹤0.01% | 1690 |
|
|
2020
Q2 | $402K | Buy |
18,443
+2,027
| +12% | +$44.2K | ﹤0.01% | 1684 |
|
|
2020
Q1 | $244K | Buy |
16,416
+713
| +5% | +$10.6K | ﹤0.01% | 1808 |
|
|
2019
Q4 | $349K | Buy |
15,703
+1,121
| +8% | +$24.9K | ﹤0.01% | 1817 |
|
|
2019
Q3 | $291K | Buy |
14,582
+982
| +7% | +$19.6K | ﹤0.01% | 1843 |
|
|
2019
Q2 | $266K | Buy |
13,600
+1,881
| +16% | +$36.8K | ﹤0.01% | 1820 |
|
|
2019
Q1 | $210K | Sell |
11,719
-173
| -1% | -$3.1K | ﹤0.01% | 2042 |
|
|
2018
Q4 | $186K | Sell |
11,892
-728
| -6% | -$11.4K | ﹤0.01% | 1942 |
|
|
2018
Q3 | $216K | Buy |
12,620
+1,057
| +9% | +$18.1K | ﹤0.01% | 2007 |
|
|
2018
Q2 | $199K | Sell |
11,563
-489
| -4% | -$8.42K | ﹤0.01% | 2022 |
|
|
2018
Q1 | $212K | Buy |
12,052
+614
| +5% | +$10.8K | ﹤0.01% | 1927 |
|
|
2017
Q4 | $188K | Sell |
11,438
-575
| -5% | -$9.45K | ﹤0.01% | 1948 |
|
|
2017
Q3 | $187K | Sell |
12,013
-2,822
| -19% | -$43.9K | ﹤0.01% | 1846 |
|
|
2017
Q2 | $230K | Sell |
14,835
-169
| -1% | -$2.62K | ﹤0.01% | 1668 |
|
|
2017
Q1 | $204K | Buy |
15,004
+2,313
| +18% | +$31.4K | ﹤0.01% | 1599 |
|
|
2016
Q4 | $172K | Buy |
12,691
+766
| +6% | +$10.4K | ﹤0.01% | 1529 |
|
|
2016
Q3 | $129K | Sell |
11,925
-1,880
| -14% | -$20.3K | ﹤0.01% | 1647 |
|
|
2016
Q2 | $133K | Buy |
13,805
+3,321
| +32% | +$32K | ﹤0.01% | 1453 |
|
|
2016
Q1 | $114K | Sell |
10,484
-2,982
| -22% | -$32.4K | ﹤0.01% | 1503 |
|
|
2015
Q4 | $145K | Buy |
13,466
+35
| +0.3% | +$377 | ﹤0.01% | 1437 |
|
|
2015
Q3 | $116K | Buy |
13,431
+2,336
| +21% | +$20.2K | ﹤0.01% | 1348 |
|
|
2015
Q2 | $125K | Sell |
11,095
-1,788
| -14% | -$20.1K | ﹤0.01% | 1344 |
|
|
2015
Q1 | $140K | Sell |
12,883
-12,472
| -49% | -$136K | ﹤0.01% | 1309 |
|
|
2014
Q4 | $229K | Buy |
25,355
+1,613
| +7% | +$14.6K | 0.01% | 1141 |
|
|
2014
Q3 | $196K | Buy |
23,742
+538
| +2% | +$4.44K | 0.01% | 1315 |
|
|
2014
Q2 | $198K | Sell |
23,204
-574
| -2% | -$4.9K | 0.01% | 1204 |
|
|
2014
Q1 | $217K | Buy |
23,778
+1,640
| +7% | +$15K | 0.01% | 1121 |
|
|
2013
Q4 | $193K | Buy |
22,138
+3,015
| +16% | +$26.3K | 0.01% | 1099 |
|
|
2013
Q3 | $162K | Buy |
19,123
+1,506
| +9% | +$12.8K | 0.01% | 1081 |
|
|
2013
Q2 | $103K | Buy |
+17,617
| New | +$103K | 0.01% | 1053 |
|