CoreCap 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 | $14.3K | Hold |
1,250
| – | – | ﹤0.01% | 1724 |
|
|
2025
Q1 | $18.3K | Hold |
1,250
| – | – | ﹤0.01% | 1573 |
|
|
2024
Q4 | $20.4K | Sell |
1,250
-521
| -29% | -$8.49K | ﹤0.01% | 1528 |
|
|
2024
Q3 | $31K | Hold |
1,771
| – | – | ﹤0.01% | 1383 |
|
|
2024
Q2 | $30K | Sell |
1,771
-164
| -8% | -$2.78K | ﹤0.01% | 782 |
|
|
2024
Q1 | $36.4K | Buy |
+1,935
| New | +$36.4K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $49.7K | Buy |
+2,195
| New | +$49.7K | ﹤0.01% | 991 |
|
|
2022
Q3 | – | Sell |
-1,945
| Closed | -$37K | – | 2103 |
|
|
2022
Q2 | $37K | Buy |
+1,945
| New | +$37K | ﹤0.01% | 1039 |
|
|
2022
Q1 | – | Sell |
-2,466
| Closed | -$59K | – | 2100 |
|
|
2021
Q4 | $59K | Buy |
+2,466
| New | +$59K | ﹤0.01% | 944 |
|