Cetera Investment Advisers’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 | $596K | Sell |
52,155
-4,412
| -8% | -$50.4K | ﹤0.01% | 2825 |
|
|
2025
Q1 | $828K | Buy |
56,567
+15,060
| +36% | +$220K | ﹤0.01% | 2417 |
|
|
2024
Q4 | $677K | Buy |
41,507
+2,579
| +7% | +$42K | ﹤0.01% | 2449 |
|
|
2024
Q3 | $682K | Buy |
38,928
+526
| +1% | +$9.22K | ﹤0.01% | 2398 |
|
|
2024
Q2 | $651K | Sell |
38,402
-2,604
| -6% | -$44.2K | ﹤0.01% | 2393 |
|
|
2024
Q1 | $773K | Buy |
41,006
+25,408
| +163% | +$479K | ﹤0.01% | 2270 |
|
|
2023
Q4 | $304K | Buy |
15,598
+245
| +2% | +$4.77K | ﹤0.01% | 1779 |
|
|
2023
Q3 | $313K | Buy |
15,353
+245
| +2% | +$5K | ﹤0.01% | 1695 |
|
|
2023
Q2 | $329K | Sell |
15,108
-81
| -0.5% | -$1.76K | ﹤0.01% | 1681 |
|
|
2023
Q1 | $331K | Buy |
15,189
+3,012
| +25% | +$65.6K | ﹤0.01% | 1649 |
|
|
2022
Q4 | $276K | Sell |
12,177
-53
| -0.4% | -$1.2K | ﹤0.01% | 1716 |
|
|
2022
Q3 | $229K | Buy |
12,230
+35
| +0.3% | +$655 | ﹤0.01% | 1428 |
|
|
2022
Q2 | $230K | Sell |
12,195
-703
| -5% | -$13.3K | ﹤0.01% | 1589 |
|
|
2022
Q1 | $283K | Sell |
12,898
-268
| -2% | -$5.88K | ﹤0.01% | 1513 |
|
|
2021
Q4 | $314K | Buy |
13,166
+417
| +3% | +$9.95K | ﹤0.01% | 1469 |
|
|
2021
Q3 | $277K | Buy |
+12,749
| New | +$277K | ﹤0.01% | 1493 |
|