Crossmark Global Holdings’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 | $170K | Buy |
14,846
+440
| +3% | +$5.03K | ﹤0.01% | 1289 |
|
2025
Q1 | $211K | Buy |
14,406
+83
| +0.6% | +$1.21K | ﹤0.01% | 1247 |
|
2024
Q4 | $234K | Sell |
14,323
-44
| -0.3% | -$719 | ﹤0.01% | 1144 |
|
2024
Q3 | $252K | Sell |
14,367
-37
| -0.3% | -$649 | ﹤0.01% | 1147 |
|
2024
Q2 | $245K | Sell |
14,404
-804
| -5% | -$13.7K | ﹤0.01% | 1147 |
|
2024
Q1 | $287K | Sell |
15,208
-235
| -2% | -$4.44K | 0.01% | 1119 |
|
2023
Q4 | $300K | Sell |
15,443
-668
| -4% | -$13K | 0.01% | 1068 |
|
2023
Q3 | $313K | Hold |
16,111
| – | – | 0.01% | 994 |
|
2023
Q2 | $346K | Sell |
16,111
-1,000
| -6% | -$21.5K | 0.01% | 1003 |
|
2023
Q1 | $373K | Buy |
17,111
+51
| +0.3% | +$1.11K | 0.01% | 949 |
|
2022
Q4 | $387K | Sell |
17,060
-790
| -4% | -$17.9K | 0.01% | 909 |
|
2022
Q3 | $334K | Sell |
17,850
-390
| -2% | -$7.3K | 0.01% | 941 |
|
2022
Q2 | $345K | Sell |
18,240
-1,580
| -8% | -$29.9K | 0.01% | 972 |
|
2022
Q1 | $436K | Buy |
19,820
+920
| +5% | +$20.2K | 0.01% | 968 |
|
2021
Q4 | $451K | Buy |
18,900
+450
| +2% | +$10.7K | 0.01% | 944 |
|
2021
Q3 | $400K | Sell |
18,450
-490
| -3% | -$10.6K | 0.01% | 1033 |
|
2021
Q2 | $444K | Sell |
18,940
-70
| -0.4% | -$1.64K | 0.01% | 991 |
|
2021
Q1 | $385K | Sell |
19,010
-10
| -0.1% | -$203 | 0.01% | 1040 |
|
2020
Q4 | $417K | Buy |
19,020
+400
| +2% | +$8.77K | 0.01% | 923 |
|
2020
Q3 | $415K | Sell |
18,620
-30
| -0.2% | -$669 | 0.01% | 856 |
|
2020
Q2 | $406K | Sell |
18,650
-1,440
| -7% | -$31.3K | 0.01% | 854 |
|
2020
Q1 | $299K | Hold |
20,090
| – | – | 0.01% | 853 |
|
2019
Q4 | $446K | Sell |
20,090
-7,060
| -26% | -$157K | 0.01% | 856 |
|
2019
Q3 | $542K | Buy |
27,150
+220
| +0.8% | +$4.39K | 0.02% | 754 |
|
2019
Q2 | $527K | Sell |
26,930
-93
| -0.3% | -$1.82K | 0.01% | 784 |
|
2019
Q1 | $483K | Sell |
27,023
-340
| -1% | -$6.08K | 0.01% | 829 |
|
2018
Q4 | $427K | Buy |
27,363
+6,050
| +28% | +$94.4K | 0.01% | 848 |
|
2018
Q3 | $365K | Buy |
21,313
+60
| +0.3% | +$1.03K | 0.01% | 1184 |
|
2018
Q2 | $365K | Sell |
21,253
-100
| -0.5% | -$1.72K | 0.01% | 1162 |
|
2018
Q1 | $375K | Sell |
21,353
-1,153
| -5% | -$20.2K | 0.01% | 1108 |
|
2017
Q4 | $370K | Sell |
22,506
-4,627
| -17% | -$76.1K | 0.01% | 1227 |
|
2017
Q3 | $421K | Buy |
+27,133
| New | +$421K | 0.01% | 1076 |
|
2016
Q3 | $421K | Buy |
+27,133
| New | +$421K | 0.01% | 1076 |
|