D.J. St. Germain’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 | $3.26K | Buy |
285
+217
| +319% | +$2.48K | ﹤0.01% | 768 |
|
|
2025
Q1 | $995 | Sell |
68
-217
| -76% | -$3.18K | ﹤0.01% | 758 |
|
|
2024
Q4 | $4.65K | Hold |
285
| – | – | ﹤0.01% | 672 |
|
|
2024
Q3 | $4.99K | Buy |
285
+111
| +64% | +$1.95K | ﹤0.01% | 608 |
|
|
2024
Q2 | $2.95K | Hold |
174
| – | – | ﹤0.01% | 655 |
|
|
2024
Q1 | $3.28K | Hold |
174
| – | – | ﹤0.01% | 639 |
|
|
2023
Q4 | $3.39K | Hold |
174
| – | – | ﹤0.01% | 643 |
|
|
2023
Q3 | $3.55K | Buy |
174
+106
| +156% | +$2.16K | ﹤0.01% | 613 |
|
|
2023
Q2 | $1.48K | Buy |
+68
| New | +$1.48K | ﹤0.01% | 661 |
|