Chicago Partners Investment Group’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 | $300K | Buy |
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|
2025
Q2 | $227K | Buy |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $194K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Hold |
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|
2018
Q2 | $18K | Hold |
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|
2018
Q1 | $18K | Hold |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $16K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $14K | Buy |
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