Empowered Funds’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 | $742K | Buy |
+64,983
| New | +$742K | 0.01% | 1188 |
|
2025
Q1 | – | Sell |
-30,137
| Closed | -$491K | – | 1808 |
|
2024
Q4 | $491K | Sell |
30,137
-5,589
| -16% | -$91.1K | 0.01% | 1186 |
|
2024
Q3 | $626K | Buy |
35,726
+13,747
| +63% | +$241K | 0.01% | 1037 |
|
2024
Q2 | $373K | Buy |
+21,979
| New | +$373K | 0.01% | 1141 |
|
2023
Q4 | – | Sell |
-24,068
| Closed | -$491K | – | 1332 |
|
2023
Q3 | $491K | Buy |
+24,068
| New | +$491K | 0.01% | 925 |
|
2017
Q4 | – | Sell |
-50,116
| Closed | -$778K | – | 123 |
|
2017
Q3 | $778K | Buy |
+50,116
| New | +$778K | 0.5% | 76 |
|