Corient Private Wealth’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 | $487K | Buy |
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|
2025
Q2 | $411K | Sell |
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|
2025
Q1 | $622K | Buy |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $582K | Buy |
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|
2024
Q2 | $560K | Buy |
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|
2024
Q1 | $589K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $619K | Buy |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $526K | Buy |
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