Continuum Advisory’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 | – | Sell |
-3,284
| Closed | -$48K | – | 1575 |
|
|
2025
Q1 | $48K | Buy |
3,284
+42
| +1% | +$614 | 0.01% | 687 |
|
|
2024
Q4 | $52.8K | Sell |
3,242
-1,555
| -32% | -$25.3K | 0.01% | 649 |
|
|
2024
Q3 | $88.6K | Sell |
4,797
-85
| -2% | -$1.57K | 0.01% | 549 |
|
|
2024
Q2 | $82.8K | Buy |
4,882
+50
| +1% | +$848 | 0.01% | 527 |
|
|
2024
Q1 | $93.9K | Buy |
+4,832
| New | +$93.9K | 0.01% | 497 |
|