Crewe Advisors’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 | $2.67K | Buy |
234
+3
| +1% | +$34 | ﹤0.01% | 566 |
|
|
2025
Q1 | $3.38K | Buy |
231
+4
| +2% | +$58 | ﹤0.01% | 512 |
|
|
2024
Q4 | $3.7K | Buy |
+227
| New | +$3.7K | ﹤0.01% | 497 |
|
|
2022
Q4 | – | Sell |
-152
| Closed | -$3K | – | 1298 |
|
|
2022
Q3 | $3K | Hold |
152
| – | – | ﹤0.01% | 999 |
|
|
2022
Q2 | $3K | Buy |
+152
| New | +$3K | ﹤0.01% | 934 |
|