EverSource Wealth Advisors’s Wendy's WEN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
12,875
+10,337
| +407% | +$118K | 0.01% | 1008 |
|
|
2025
Q1 | $37.1K | Buy |
2,538
+1,868
| +279% | +$27.3K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $10.9K | Buy |
670
+475
| +244% | +$7.74K | ﹤0.01% | 1943 |
|
|
2024
Q3 | $3.42K | Hold |
195
| – | – | ﹤0.01% | 2367 |
|
|
2024
Q2 | $3.3K | Buy |
195
+42
| +27% | +$711 | ﹤0.01% | 2367 |
|
|
2024
Q1 | $3.06K | Sell |
153
-31
| -17% | -$620 | ﹤0.01% | 2241 |
|
|
2023
Q4 | $3.59K | Sell |
184
-3
| -2% | -$58 | ﹤0.01% | 1989 |
|
|
2023
Q3 | $3.82K | Buy |
187
+115
| +160% | +$2.35K | ﹤0.01% | 1807 |
|
|
2023
Q2 | $1.57K | Buy |
72
+23
| +47% | +$500 | ﹤0.01% | 2095 |
|
|
2023
Q1 | $1.07K | Hold |
49
| – | – | ﹤0.01% | 2097 |
|
|
2022
Q4 | $1.11K | Hold |
49
| – | – | ﹤0.01% | 2059 |
|
|
2022
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1921 |
|
|
2022
Q1 | – | Sell |
-251
| Closed | -$6K | – | 1866 |
|
|
2021
Q4 | $6K | Buy |
+251
| New | +$6K | ﹤0.01% | 1211 |
|