Everhart Financial Group’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 | $116K | Buy |
10,162
+61
| +0.6% | +$697 | 0.01% | 334 |
|
|
2025
Q1 | $148K | Buy |
+10,101
| New | +$148K | 0.02% | 323 |
|
|
2024
Q3 | – | Sell |
-10,248
| Closed | -$174K | – | 330 |
|
|
2024
Q2 | $174K | Hold |
10,248
| – | – | 0.05% | 286 |
|
|
2024
Q1 | $193K | Hold |
10,248
| – | – | 0.06% | 269 |
|
|
2023
Q4 | $200K | Hold |
10,248
| – | – | 0.07% | 235 |
|
|
2023
Q3 | $209K | Hold |
10,248
| – | – | 0.09% | 200 |
|
|
2023
Q2 | $223K | Sell |
10,248
-1
| -0% | -$22 | 0.09% | 193 |
|
|
2023
Q1 | $223K | Hold |
10,249
| – | – | 0.1% | 182 |
|
|
2022
Q4 | $232K | Sell |
10,249
-159
| -2% | -$3.6K | 0.12% | 155 |
|
|
2022
Q3 | $195K | Sell |
10,408
-145
| -1% | -$2.72K | 0.11% | 195 |
|
|
2022
Q2 | $200K | Buy |
10,553
+572
| +6% | +$10.8K | 0.12% | 180 |
|
|
2022
Q1 | $219K | Hold |
9,981
| – | – | 0.13% | 120 |
|
|
2021
Q4 | $238K | Sell |
9,981
-139
| -1% | -$3.31K | 0.14% | 103 |
|
|
2021
Q3 | $219K | Hold |
10,120
| – | – | 0.15% | 94 |
|
|
2021
Q2 | $237K | Sell |
10,120
-80
| -0.8% | -$1.87K | 0.16% | 85 |
|
|
2021
Q1 | $207K | Hold |
10,200
| – | – | 0.18% | 77 |
|
|
2020
Q4 | $224K | Buy |
+10,200
| New | +$224K | 0.21% | 73 |
|