Cetera Investment Advisers’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 | $598K | Buy |
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|
2025
Q2 | $596K | Sell |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $682K | Buy |
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|
2024
Q2 | $651K | Sell |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $277K | Buy |
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