Creative Planning’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 | $3.61M | Buy |
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|
2025
Q2 | $3.48M | Buy |
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|
2025
Q1 | $3.17M | Buy |
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|
2024
Q4 | $3.33M | Buy |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.32M | Buy |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $3.79M | Sell |
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|
2023
Q2 | $4.04M | Sell |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $4.13M | Buy |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $4.27M | Buy |
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|
2021
Q3 | $3.84M | Buy |
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|
2021
Q2 | $4.15M | Sell |
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|
2021
Q1 | $3.67M | Buy |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $3.98M | Sell |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $4.62M | Buy |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $3.5M | Sell |
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|
2019
Q1 | $3.21M | Sell |
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|
2018
Q4 | $2.99M | Sell |
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|
2018
Q3 | $3.29M | Buy |
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|
2018
Q2 | $3.29M | Sell |
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|
2018
Q1 | $3.37M | Sell |
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|
2017
Q4 | $3.34M | Buy |
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|
2017
Q3 | $3.15M | Sell |
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|
2017
Q2 | $3.2M | Buy |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $649K | Buy |
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|
2016
Q3 | $440K | Buy |
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|
2016
Q2 | $306K | Buy |
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|
2016
Q1 | $333K | Buy |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $172K | Buy |
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|
2015
Q2 | $186K | Buy |
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|
2015
Q1 | $142K | Buy |
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|
2014
Q4 | $114K | Sell |
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|
2014
Q3 | $125K | Sell |
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|
2014
Q2 | $149K | Buy |
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|
2014
Q1 | $129K | Sell |
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|
2013
Q4 | $172K | Sell |
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|
2013
Q3 | $170K | Buy |
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|
2013
Q2 | $65K | Buy |
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