Carson Wealth (CWM LLC)’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.73M | Buy |
239,299
+38,924
| +19% | +$445K | 0.01% | 827 |
|
|
2025
Q1 | $2.93M | Buy |
200,375
+36,954
| +23% | +$541K | 0.01% | 693 |
|
|
2024
Q4 | $2.66M | Sell |
163,421
-11,866
| -7% | -$193K | 0.01% | 676 |
|
|
2024
Q3 | $3.07M | Buy |
175,287
+125,851
| +255% | +$2.2M | 0.01% | 568 |
|
|
2024
Q2 | $838K | Buy |
49,436
+37,443
| +312% | +$635K | ﹤0.01% | 990 |
|
|
2024
Q1 | $226K | Buy |
11,993
+1,621
| +16% | +$30.5K | ﹤0.01% | 1454 |
|
|
2023
Q4 | $202K | Buy |
10,372
+1,834
| +21% | +$35.7K | ﹤0.01% | 1422 |
|
|
2023
Q3 | $174K | Buy |
8,538
+3,830
| +81% | +$78.1K | ﹤0.01% | 1362 |
|
|
2023
Q2 | $102K | Buy |
4,708
+456
| +11% | +$9.88K | ﹤0.01% | 1553 |
|
|
2023
Q1 | $93K | Sell |
4,252
-132
| -3% | -$2.89K | ﹤0.01% | 1530 |
|
|
2022
Q4 | $99K | Buy |
4,384
+46
| +1% | +$1.04K | ﹤0.01% | 1381 |
|
|
2022
Q3 | $81K | Buy |
4,338
+520
| +14% | +$9.71K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $72K | Buy |
3,818
+370
| +11% | +$6.98K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $76K | Buy |
3,448
+64
| +2% | +$1.41K | ﹤0.01% | 1432 |
|
|
2021
Q4 | $81K | Buy |
+3,384
| New | +$81K | ﹤0.01% | 1388 |
|
|
2021
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2021
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2020
Q1 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q3 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q2 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q1 | $23K | Buy |
+1,000
| New | +$23K | ﹤0.01% | 1734 |
|