Cerity Partners’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 | $5.52M | Buy |
483,135
+317,647
| +192% | +$3.63M | 0.01% | 759 |
|
|
2025
Q1 | $2.42M | Sell |
165,488
-29,780
| -15% | -$436K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $3.21M | Sell |
195,268
-57,768
| -23% | -$949K | 0.01% | 899 |
|
|
2024
Q3 | $4.43M | Buy |
253,036
+169,407
| +203% | +$2.97M | 0.01% | 741 |
|
|
2024
Q2 | $1.42M | Buy |
83,629
+71,592
| +595% | +$1.21M | ﹤0.01% | 1071 |
|
|
2024
Q1 | $227K | Buy |
+12,037
| New | +$227K | ﹤0.01% | 2041 |
|