Evoke Wealth’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 | $356K | Buy |
31,205
+17,323
| +125% | +$198K | 0.01% | 407 |
|
|
2025
Q1 | $203K | Buy |
13,882
+3,253
| +31% | +$47.6K | 0.01% | 425 |
|
|
2024
Q4 | $173K | Sell |
10,629
-1,078
| -9% | -$17.6K | ﹤0.01% | 414 |
|
|
2024
Q3 | $205K | Buy |
+11,707
| New | +$205K | 0.01% | 391 |
|
|
2023
Q1 | – | Sell |
-9,121
| Closed | -$206K | – | 378 |
|
|
2022
Q4 | $206K | Buy |
9,121
+114
| +1% | +$2.58K | 0.01% | 330 |
|
|
2022
Q3 | $168K | Sell |
9,007
-36
| -0.4% | -$671 | 0.01% | 348 |
|
|
2022
Q2 | $171K | Buy |
9,043
+14
| +0.2% | +$265 | 0.01% | 333 |
|
|
2022
Q1 | $198K | Sell |
9,029
-20
| -0.2% | -$439 | 0.01% | 357 |
|
|
2021
Q4 | $216K | Buy |
9,049
+49
| +0.5% | +$1.17K | 0.01% | 350 |
|
|
2021
Q3 | $195K | Buy |
+9,000
| New | +$195K | 0.01% | 340 |
|