Cresset Asset Management’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 | – | Sell |
-15,380
| Closed | -$225K | – | 1767 |
|
|
2025
Q1 | $225K | Buy |
+15,380
| New | +$225K | ﹤0.01% | 1451 |
|
|
2024
Q4 | – | Sell |
-40,214
| Closed | -$705K | – | 2106 |
|
|
2024
Q3 | $705K | Buy |
40,214
+10,541
| +36% | +$185K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $503K | Buy |
29,673
+19,124
| +181% | +$324K | ﹤0.01% | 1405 |
|
|
2024
Q1 | $199K | Buy |
+10,549
| New | +$199K | ﹤0.01% | 1756 |
|
|
2019
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1706 |
|
|
2019
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1891 |
|