Edgestream Partners’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 |
-47,866
| Closed | -$700K | – | 1087 |
|
|
2025
Q1 | $700K | Sell |
47,866
-41,043
| -46% | -$600K | 0.02% | 661 |
|
|
2024
Q4 | $1.45M | Buy |
88,909
+63,883
| +255% | +$1.04M | 0.06% | 479 |
|
|
2024
Q3 | $438K | Buy |
+25,026
| New | +$438K | 0.02% | 715 |
|
|
2023
Q2 | – | Sell |
-11,270
| Closed | -$245K | – | 934 |
|
|
2023
Q1 | $245K | Sell |
11,270
-77,945
| -87% | -$1.7M | 0.03% | 499 |
|
|
2022
Q4 | $2.02M | Buy |
+89,215
| New | +$2.02M | 0.23% | 147 |
|
|
2022
Q3 | – | Sell |
-52,679
| Closed | -$995K | – | 627 |
|
|
2022
Q2 | $995K | Buy |
52,679
+40,056
| +317% | +$757K | 0.08% | 324 |
|
|
2022
Q1 | $277K | Buy |
+12,623
| New | +$277K | 0.02% | 489 |
|