Corient Private Wealth’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 | $830K | Buy |
72,746
+30,218
| +71% | +$345K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $622K | Buy |
42,528
+13,373
| +46% | +$196K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $475K | Sell |
29,155
-4,053
| -12% | -$66.1K | ﹤0.01% | 1649 |
|
|
2024
Q3 | $582K | Buy |
33,208
+169
| +0.5% | +$2.96K | ﹤0.01% | 1633 |
|
|
2024
Q2 | $560K | Buy |
33,039
+1,784
| +6% | +$30.3K | ﹤0.01% | 1575 |
|
|
2024
Q1 | $589K | Sell |
31,255
-103
| -0.3% | -$1.94K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $611K | Buy |
31,358
+2,178
| +7% | +$42.4K | ﹤0.01% | 1505 |
|
|
2023
Q3 | $596K | Buy |
29,180
+707
| +2% | +$14.4K | ﹤0.01% | 1390 |
|
|
2023
Q2 | $619K | Buy |
28,473
+165
| +0.6% | +$3.59K | ﹤0.01% | 1345 |
|
|
2023
Q1 | $617K | Buy |
28,308
+5,061
| +22% | +$110K | ﹤0.01% | 1289 |
|
|
2022
Q4 | $526K | Buy |
+23,247
| New | +$526K | ﹤0.01% | 1121 |
|