Covestor’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 | $64K | Buy |
5,577
+508
| +10% | +$5.83K | 0.04% | 794 |
|
|
2025
Q1 | $74K | Buy |
5,069
+1,038
| +26% | +$15.2K | 0.05% | 666 |
|
|
2024
Q4 | $66K | Sell |
4,031
-384
| -9% | -$6.29K | 0.04% | 747 |
|
|
2024
Q3 | $77K | Buy |
4,415
+276
| +7% | +$4.81K | 0.05% | 669 |
|
|
2024
Q2 | $70K | Sell |
4,139
-2,436
| -37% | -$41.2K | 0.05% | 705 |
|
|
2024
Q1 | $124K | Buy |
6,575
+1,269
| +24% | +$23.9K | 0.08% | 387 |
|
|
2023
Q4 | $103K | Buy |
5,306
+251
| +5% | +$4.87K | 0.07% | 478 |
|
|
2023
Q3 | $103K | Buy |
5,055
+2,013
| +66% | +$41K | 0.08% | 398 |
|
|
2023
Q2 | $66K | Sell |
3,042
-477
| -14% | -$10.3K | 0.05% | 659 |
|
|
2023
Q1 | $77K | Sell |
3,519
-14
| -0.4% | -$306 | 0.07% | 525 |
|
|
2022
Q4 | $80K | Sell |
3,533
-38
| -1% | -$860 | 0.07% | 513 |
|
|
2022
Q3 | $67K | Buy |
3,571
+1,063
| +42% | +$19.9K | 0.06% | 576 |
|
|
2022
Q2 | $47K | Sell |
2,508
-990
| -28% | -$18.6K | 0.04% | 755 |
|
|
2022
Q1 | $77K | Buy |
3,498
+1,608
| +85% | +$35.4K | 0.05% | 652 |
|
|
2021
Q4 | $45K | Buy |
+1,890
| New | +$45K | 0.06% | 606 |
|