Chicago Partners Investment Group’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 | $227K | Buy |
20,068
+7,224
| +56% | +$81.8K | 0.01% | 982 |
|
|
2025
Q1 | $151K | Sell |
12,844
-5,119
| -28% | -$60.2K | 0.01% | 881 |
|
|
2024
Q4 | $273K | Buy |
17,963
+7,831
| +77% | +$119K | 0.01% | 694 |
|
|
2024
Q3 | $194K | Buy |
+10,132
| New | +$194K | 0.01% | 767 |
|
|
2018
Q4 | – | Sell |
-1,050
| Closed | -$18K | – | 922 |
|
|
2018
Q3 | $18K | Hold |
1,050
| – | – | ﹤0.01% | 707 |
|
|
2018
Q2 | $18K | Hold |
1,050
| – | – | ﹤0.01% | 685 |
|
|
2018
Q1 | $18K | Hold |
1,050
| – | – | ﹤0.01% | 667 |
|
|
2017
Q4 | $17K | Hold |
1,050
| – | – | ﹤0.01% | 655 |
|
|
2017
Q3 | $16K | Buy |
+1,050
| New | +$16K | ﹤0.01% | 688 |
|
|
2017
Q2 | – | Sell |
-1,050
| Closed | -$14K | – | 799 |
|
|
2017
Q1 | $14K | Buy |
+1,050
| New | +$14K | ﹤0.01% | 430 |
|