Clearstead Advisors’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 | $184 | Sell |
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|
2025
Q2 | $2.25K | Sell |
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|
2025
Q1 | $76K | Buy |
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|
2024
Q4 | $326 | Hold |
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|
2024
Q3 | $351 | Hold |
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|
2024
Q2 | $340 | Hold |
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|
2024
Q1 | $368 | Hold |
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|
2023
Q4 | $390 | Sell |
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|
2023
Q3 | $818 | Buy |
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|
2023
Q2 | $435 | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $4K | Buy |
|