Capital Advisors Ltd’s Wendy's WEN Stock Holding History

Capital Advisors Ltd’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3K	Sell	251 -27	-10%	-$323	﹤0.01%	1028
2025 Q1	$4K	Buy	278 +4	+1%	+$58	﹤0.01%	963
2024 Q4	$4K	Buy	274 +6	+2%	+$88	﹤0.01%	987
2024 Q3	$5K	Hold	268	–	–	﹤0.01%	938
2024 Q2	$5K	Buy	268 +17	+7%	+$317	﹤0.01%	921
2024 Q1	$5K	Hold	251	–	–	﹤0.01%	896
2023 Q4	$5K	Hold	251	–	–	﹤0.01%	861
2023 Q3	$5K	Hold	251	–	–	﹤0.01%	844
2023 Q2	$5K	Hold	251	–	–	﹤0.01%	856
2023 Q1	$5K	Sell	251 -115	-31%	-$2.29K	﹤0.01%	708
2022 Q4	$6K	Buy	366 +115	+46%	+$1.89K	﹤0.01%	640
2022 Q3	$5K	Hold	251	–	–	﹤0.01%	652
2022 Q2	$5K	Hold	251	–	–	﹤0.01%	581
2022 Q1	$6K	Hold	251	–	–	﹤0.01%	577
2021 Q4	$6K	Hold	251	–	–	﹤0.01%	562
2021 Q3	$5K	Hold	251	–	–	﹤0.01%	473
2021 Q2	$6K	Hold	251	–	–	﹤0.01%	450
2021 Q1	$5K	Hold	251	–	–	﹤0.01%	453
2020 Q4	$6K	Hold	251	–	–	﹤0.01%	413
2020 Q3	$6K	Hold	251	–	–	﹤0.01%	409
2020 Q2	$5K	Hold	251	–	–	﹤0.01%	410
2020 Q1	$4K	Hold	251	–	–	﹤0.01%	420
2019 Q4	$6K	Hold	251	–	–	﹤0.01%	377
2019 Q3	$5K	Hold	251	–	–	﹤0.01%	378
2019 Q2	$5K	Hold	251	–	–	﹤0.01%	408
2019 Q1	$4K	Hold	251	–	–	﹤0.01%	409
2018 Q4	$4K	Hold	251	–	–	﹤0.01%	418
2018 Q3	$4K	Hold	251	–	–	﹤0.01%	458
2018 Q2	$4K	Hold	251	–	–	﹤0.01%	378
2018 Q1	$4K	Hold	251	–	–	﹤0.01%	368
2017 Q4	$4K	Hold	251	–	–	﹤0.01%	373
2017 Q3	$4K	Hold	251	–	–	﹤0.01%	372
2017 Q2	$4K	Hold	251	–	–	﹤0.01%	371
2017 Q1	$3K	Hold	251	–	–	﹤0.01%	366
2016 Q4	$3K	Hold	251	–	–	﹤0.01%	371
2016 Q3	$3K	Hold	251	–	–	﹤0.01%	341
2016 Q2	$2K	Hold	251	–	–	﹤0.01%	334
2016 Q1	$3K	Hold	251	–	–	﹤0.01%	321
2015 Q4	$3K	Hold	251	–	–	﹤0.01%	315
2015 Q3	$2K	Hold	251	–	–	﹤0.01%	316
2015 Q2	$3K	Buy	+251	New	+$3K	﹤0.01%	323