Caption Management’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
Q2
$228K Buy
2024
Q3
Sell
2024
Q2
$84.8K Buy
2024
Q1
Sell
2023
Q4
$42.9K Hold
2023
Q3
$44.9K Buy
2021
Q3
Sell
2021
Q2
$538K Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold