EverSource Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
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|
2025
Q1 | $37.1K | Buy |
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|
2024
Q4 | $10.9K | Buy |
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|
2024
Q3 | $3.42K | Hold |
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|
2024
Q2 | $3.3K | Buy |
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|
2024
Q1 | $3.06K | Sell |
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|
2023
Q4 | $3.58K | Sell |
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|
2023
Q3 | $3.82K | Buy |
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|
2023
Q2 | $1.57K | Buy |
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|
2023
Q1 | $1.07K | Hold |
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|
2022
Q4 | $1.11K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Buy |
|