Financial Advocates Investment Management’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 | $125K | Sell |
10,936
-502
| -4% | -$5.73K | 0.01% | 592 |
|
|
2025
Q1 | $167K | Buy |
11,438
+25
| +0.2% | +$366 | 0.01% | 682 |
|
|
2024
Q4 | $186K | Sell |
11,413
-250
| -2% | -$4.08K | 0.01% | 700 |
|
|
2024
Q3 | $204K | Sell |
11,663
-219
| -2% | -$3.84K | 0.01% | 711 |
|
|
2024
Q2 | $202K | Sell |
11,882
-3,528
| -23% | -$59.8K | 0.01% | 669 |
|
|
2024
Q1 | $290K | Buy |
15,410
+654
| +4% | +$12.3K | 0.02% | 601 |
|
|
2023
Q4 | $287K | Buy |
14,756
+293
| +2% | +$5.71K | 0.02% | 570 |
|
|
2023
Q3 | $295K | Buy |
14,463
+227
| +2% | +$4.63K | 0.02% | 522 |
|
|
2023
Q2 | $310K | Buy |
14,236
+165
| +1% | +$3.59K | 0.02% | 513 |
|
|
2023
Q1 | $306K | Buy |
14,071
+3,646
| +35% | +$79.4K | 0.02% | 543 |
|
|
2022
Q4 | $236K | Sell |
10,425
-139
| -1% | -$3.15K | 0.02% | 624 |
|
|
2022
Q3 | $197K | Sell |
10,564
-143
| -1% | -$2.67K | 0.02% | 689 |
|
|
2022
Q2 | $202K | Sell |
10,707
-446
| -4% | -$8.41K | 0.02% | 625 |
|
|
2022
Q1 | $245K | Sell |
11,153
-3,456
| -24% | -$75.9K | 0.02% | 631 |
|
|
2021
Q4 | $348K | Sell |
14,609
-1,086
| -7% | -$25.9K | 0.02% | 586 |
|
|
2021
Q3 | $340K | Sell |
15,695
-670
| -4% | -$14.5K | 0.02% | 579 |
|
|
2021
Q2 | $383K | Buy |
16,365
+21
| +0.1% | +$491 | 0.03% | 533 |
|
|
2021
Q1 | $331K | Sell |
16,344
-1,385
| -8% | -$28K | 0.02% | 562 |
|
|
2020
Q4 | $389K | Sell |
17,729
-547
| -3% | -$12K | 0.03% | 497 |
|
|
2020
Q3 | $407K | Buy |
18,276
+3,246
| +22% | +$72.3K | 0.03% | 405 |
|
|
2020
Q2 | $327K | Buy |
15,030
+598
| +4% | +$13K | 0.03% | 431 |
|
|
2020
Q1 | $215K | Buy |
+14,432
| New | +$215K | 0.03% | 422 |
|