Evercore Wealth Management’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$49K | – | 798 |
|
|
2017
Q4 | $49K | Hold |
3,000
| – | – | ﹤0.01% | 585 |
|
|
2017
Q3 | $47K | Hold |
3,000
| – | – | ﹤0.01% | 582 |
|
|
2017
Q2 | $47K | Hold |
3,000
| – | – | ﹤0.01% | 585 |
|
|
2017
Q1 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 631 |
|
|
2016
Q4 | $41K | Hold |
3,000
| – | – | ﹤0.01% | 643 |
|
|
2016
Q3 | $32K | Hold |
3,000
| – | – | ﹤0.01% | 698 |
|
|
2016
Q2 | $29K | Hold |
3,000
| – | – | ﹤0.01% | 696 |
|
|
2016
Q1 | $33K | Hold |
3,000
| – | – | ﹤0.01% | 643 |
|
|
2015
Q4 | $32K | Hold |
3,000
| – | – | ﹤0.01% | 677 |
|
|
2015
Q3 | $26K | Hold |
3,000
| – | – | ﹤0.01% | 690 |
|
|
2015
Q2 | $34K | Hold |
3,000
| – | – | ﹤0.01% | 703 |
|
|
2015
Q1 | $33K | Sell |
3,000
-3,000
| -50% | -$33K | ﹤0.01% | 689 |
|
|
2014
Q4 | $54K | Hold |
6,000
| – | – | ﹤0.01% | 545 |
|
|
2014
Q3 | $50K | Hold |
6,000
| – | – | ﹤0.01% | 611 |
|
|
2014
Q2 | $51K | Hold |
6,000
| – | – | ﹤0.01% | 613 |
|
|
2014
Q1 | $55K | Buy |
+6,000
| New | +$55K | ﹤0.01% | 583 |
|