CIBC Private Wealth Group’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $253K | Buy |
22,189
+5,181
| +30% | +$59.2K | ﹤0.01% | 1028 |
|
|
2025
Q1 | $211K | Sell |
17,008
-582
| -3% | -$7.23K | ﹤0.01% | 1060 |
|
|
2024
Q4 | $267K | Sell |
17,590
-2,349
| -12% | -$35.7K | ﹤0.01% | 1054 |
|
|
2024
Q3 | $349K | Buy |
19,939
+1,045
| +6% | +$18.3K | ﹤0.01% | 983 |
|
|
2024
Q2 | $299K | Buy |
18,894
+8,606
| +84% | +$136K | ﹤0.01% | 952 |
|
|
2024
Q1 | $191K | Buy |
+10,288
| New | +$191K | ﹤0.01% | 1138 |
|
|
2021
Q2 | – | Sell |
-16,473
| Closed | -$333K | – | 1072 |
|
|
2021
Q1 | $333K | Sell |
16,473
-72
| -0.4% | -$1.46K | ﹤0.01% | 885 |
|
|
2020
Q4 | $363K | Hold |
16,545
| – | – | ﹤0.01% | 833 |
|
|
2020
Q3 | $369K | Buy |
16,545
+72
| +0.4% | +$1.61K | ﹤0.01% | 736 |
|
|
2020
Q2 | $359K | Hold |
16,473
| – | – | ﹤0.01% | 549 |
|
|
2020
Q1 | $245K | Sell |
16,473
-20,000
| -55% | -$297K | ﹤0.01% | 763 |
|
|
2019
Q4 | $810K | Sell |
36,473
-1,330
| -4% | -$29.5K | ﹤0.01% | 615 |
|
|
2019
Q3 | $755K | Buy |
37,803
+21,667
| +134% | +$433K | ﹤0.01% | 617 |
|
|
2019
Q2 | $316K | Buy |
+16,136
| New | +$316K | ﹤0.01% | 800 |
|
|
2018
Q3 | – | Sell |
-462
| Closed | -$8K | – | 1735 |
|
|
2018
Q2 | $8K | Sell |
462
-150
| -25% | -$2.6K | ﹤0.01% | 1629 |
|
|
2018
Q1 | $11K | Buy |
612
+150
| +32% | +$2.7K | ﹤0.01% | 1515 |
|
|
2017
Q4 | $8K | Buy |
+462
| New | +$8K | ﹤0.01% | 1604 |
|