Clearstead Advisors’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 | $2.25K | Sell |
197
-4,995
| -96% | -$57K | ﹤0.01% | 2292 |
|
|
2025
Q1 | $76K | Buy |
5,192
+5,172
| +25,860% | +$75.7K | ﹤0.01% | 1056 |
|
|
2024
Q4 | $326 | Hold |
20
| – | – | ﹤0.01% | 2005 |
|
|
2024
Q3 | $351 | Hold |
20
| – | – | ﹤0.01% | 1972 |
|
|
2024
Q2 | $340 | Hold |
20
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q1 | $368 | Hold |
20
| – | – | ﹤0.01% | 1470 |
|
|
2023
Q4 | $390 | Sell |
20
-20
| -50% | -$390 | ﹤0.01% | 1469 |
|
|
2023
Q3 | $818 | Buy |
40
+20
| +100% | +$409 | ﹤0.01% | 1464 |
|
|
2023
Q2 | $435 | Buy |
+20
| New | +$435 | ﹤0.01% | 1311 |
|
|
2022
Q2 | – | Sell |
-155
| Closed | -$3K | – | 1462 |
|
|
2022
Q1 | $3K | Hold |
155
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q4 | $4K | Hold |
155
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q3 | $3K | Hold |
155
| – | – | ﹤0.01% | 1100 |
|
|
2021
Q2 | $4K | Buy |
+155
| New | +$4K | ﹤0.01% | 937 |
|