Creative Planning’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 | $3.48M | Buy |
304,496
+87,721
| +40% | +$1M | ﹤0.01% | 946 |
|
|
2025
Q1 | $3.17M | Buy |
216,775
+12,274
| +6% | +$180K | ﹤0.01% | 905 |
|
|
2024
Q4 | $3.33M | Buy |
204,501
+1,339
| +0.7% | +$21.8K | ﹤0.01% | 842 |
|
|
2024
Q3 | $3.56M | Buy |
203,162
+7,180
| +4% | +$126K | ﹤0.01% | 784 |
|
|
2024
Q2 | $3.32M | Buy |
195,982
+9,703
| +5% | +$165K | ﹤0.01% | 779 |
|
|
2024
Q1 | $3.51M | Sell |
186,279
-2,241
| -1% | -$42.2K | ﹤0.01% | 737 |
|
|
2023
Q4 | $3.67M | Buy |
188,520
+3,036
| +2% | +$59.1K | 0.01% | 660 |
|
|
2023
Q3 | $3.79M | Sell |
185,484
-360
| -0.2% | -$7.35K | 0.01% | 612 |
|
|
2023
Q2 | $4.04M | Sell |
185,844
-397,234
| -68% | -$8.64M | 0.01% | 583 |
|
|
2023
Q1 | $12.7M | Buy |
583,078
+400,686
| +220% | +$8.73M | 0.02% | 293 |
|
|
2022
Q4 | $4.13M | Buy |
182,392
+2,370
| +1% | +$53.6K | 0.01% | 536 |
|
|
2022
Q3 | $3.37M | Buy |
180,022
+229
| +0.1% | +$4.28K | 0.01% | 538 |
|
|
2022
Q2 | $3.4M | Buy |
179,793
+1,331
| +0.7% | +$25.1K | 0.01% | 551 |
|
|
2022
Q1 | $3.92M | Sell |
178,462
-532
| -0.3% | -$11.7K | 0.01% | 515 |
|
|
2021
Q4 | $4.27M | Buy |
178,994
+1,872
| +1% | +$44.6K | 0.01% | 457 |
|
|
2021
Q3 | $3.84M | Buy |
177,122
+69
| +0% | +$1.5K | 0.01% | 490 |
|
|
2021
Q2 | $4.15M | Sell |
177,053
-3,849
| -2% | -$90.2K | 0.01% | 456 |
|
|
2021
Q1 | $3.67M | Buy |
180,902
+417
| +0.2% | +$8.45K | 0.01% | 487 |
|
|
2020
Q4 | $3.96M | Sell |
180,485
-777
| -0.4% | -$17K | 0.01% | 422 |
|
|
2020
Q3 | $4.04M | Sell |
181,262
-1,680
| -0.9% | -$37.5K | 0.01% | 347 |
|
|
2020
Q2 | $3.98M | Sell |
182,942
-15,636
| -8% | -$341K | 0.01% | 318 |
|
|
2020
Q1 | $2.96M | Sell |
198,578
-9,602
| -5% | -$143K | 0.01% | 331 |
|
|
2019
Q4 | $4.62M | Buy |
208,180
+1,443
| +0.7% | +$32.1K | 0.01% | 308 |
|
|
2019
Q3 | $4.13M | Buy |
206,737
+27,993
| +16% | +$559K | 0.01% | 316 |
|
|
2019
Q2 | $3.5M | Sell |
178,744
-607
| -0.3% | -$11.9K | 0.01% | 354 |
|
|
2019
Q1 | $3.21M | Sell |
179,351
-12,436
| -6% | -$223K | 0.01% | 352 |
|
|
2018
Q4 | $2.99M | Sell |
191,787
-261
| -0.1% | -$4.07K | 0.01% | 345 |
|
|
2018
Q3 | $3.29M | Buy |
192,048
+603
| +0.3% | +$10.3K | 0.01% | 358 |
|
|
2018
Q2 | $3.29M | Sell |
191,445
-645
| -0.3% | -$11.1K | 0.01% | 352 |
|
|
2018
Q1 | $3.37M | Sell |
192,090
-11,459
| -6% | -$201K | 0.01% | 333 |
|
|
2017
Q4 | $3.34M | Buy |
203,549
+695
| +0.3% | +$11.4K | 0.01% | 328 |
|
|
2017
Q3 | $3.15M | Sell |
202,854
-3,683
| -2% | -$57.2K | 0.01% | 332 |
|
|
2017
Q2 | $3.2M | Buy |
206,537
+158,972
| +334% | +$2.47M | 0.02% | 309 |
|
|
2017
Q1 | $647K | Sell |
47,565
-434
| -0.9% | -$5.9K | ﹤0.01% | 849 |
|
|
2016
Q4 | $649K | Buy |
47,999
+7,304
| +18% | +$98.8K | ﹤0.01% | 798 |
|
|
2016
Q3 | $440K | Buy |
40,695
+8,882
| +28% | +$96K | ﹤0.01% | 954 |
|
|
2016
Q2 | $306K | Buy |
31,813
+1,198
| +4% | +$11.5K | ﹤0.01% | 1030 |
|
|
2016
Q1 | $333K | Buy |
30,615
+10,821
| +55% | +$118K | ﹤0.01% | 933 |
|
|
2015
Q4 | $213K | Sell |
19,794
-129
| -0.6% | -$1.39K | ﹤0.01% | 1156 |
|
|
2015
Q3 | $172K | Buy |
19,923
+3,421
| +21% | +$29.5K | ﹤0.01% | 1269 |
|
|
2015
Q2 | $186K | Buy |
16,502
+3,443
| +26% | +$38.8K | ﹤0.01% | 878 |
|
|
2015
Q1 | $142K | Buy |
13,059
+435
| +3% | +$4.73K | ﹤0.01% | 1370 |
|
|
2014
Q4 | $114K | Sell |
12,624
-2,545
| -17% | -$23K | ﹤0.01% | 1475 |
|
|
2014
Q3 | $125K | Sell |
15,169
-2,298
| -13% | -$18.9K | ﹤0.01% | 1327 |
|
|
2014
Q2 | $149K | Buy |
17,467
+3,279
| +23% | +$28K | ﹤0.01% | 1191 |
|
|
2014
Q1 | $129K | Sell |
14,188
-5,485
| -28% | -$49.9K | ﹤0.01% | 1236 |
|
|
2013
Q4 | $172K | Sell |
19,673
-387
| -2% | -$3.38K | ﹤0.01% | 936 |
|
|
2013
Q3 | $170K | Buy |
20,060
+8,854
| +79% | +$75K | ﹤0.01% | 833 |
|
|
2013
Q2 | $65K | Buy |
+11,206
| New | +$65K | ﹤0.01% | 1235 |
|