Cambridge Investment Research Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $377K | Buy |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $579K | Buy |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $725K | Buy |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $379K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $546K | Buy |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $453K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $244K | Buy |
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|
2019
Q4 | $349K | Buy |
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|
2019
Q3 | $291K | Buy |
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|
2019
Q2 | $266K | Buy |
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|
2019
Q1 | $210K | Sell |
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|
2018
Q4 | $186K | Sell |
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|
2018
Q3 | $216K | Buy |
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|
2018
Q2 | $199K | Sell |
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|
2018
Q1 | $212K | Buy |
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|
2017
Q4 | $188K | Sell |
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|
2017
Q3 | $187K | Sell |
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|
2017
Q2 | $230K | Sell |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q4 | $172K | Buy |
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|
2016
Q3 | $129K | Sell |
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|
2016
Q2 | $133K | Buy |
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|
2016
Q1 | $114K | Sell |
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|
2015
Q4 | $145K | Buy |
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|
2015
Q3 | $116K | Buy |
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|
2015
Q2 | $125K | Sell |
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|
2015
Q1 | $140K | Sell |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $196K | Buy |
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|
2014
Q2 | $198K | Sell |
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|
2014
Q1 | $217K | Buy |
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|
2013
Q4 | $193K | Buy |
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|
2013
Q3 | $162K | Buy |
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|
2013
Q2 | $103K | Buy |
|