FinTrust Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $79K | Hold |
4,510
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $76.5K | Hold |
4,510
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $85K | Sell |
4,510
-640
| -12% | -$12K | 0.02% | 416 |
|
|
2023
Q4 | $100K | Hold |
5,150
| – | – | 0.02% | 366 |
|
|
2023
Q3 | $105K | Buy |
5,150
+4,322
| +522% | +$90.3K | 0.02% | 330 |
|
|
2023
Q2 | $18.7K | Hold |
828
| – | – | ﹤0.01% | 664 |
|
|
2023
Q1 | $18.7K | Hold |
828
| – | – | ﹤0.01% | 662 |
|
|
2022
Q4 | $18.7K | Hold |
828
| – | – | ﹤0.01% | 659 |
|
|
2022
Q3 | $17K | Hold |
828
| – | – | ﹤0.01% | 760 |
|
|
2022
Q2 | $17K | Hold |
828
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $18K | Hold |
828
| – | – | ﹤0.01% | 796 |
|
|
2021
Q4 | $20K | Hold |
828
| – | – | ﹤0.01% | 749 |
|
|
2021
Q3 | $18K | Hold |
828
| – | – | ﹤0.01% | 770 |
|
|
2021
Q2 | $19K | Hold |
828
| – | – | 0.01% | 778 |
|
|
2021
Q1 | $17K | Sell |
828
-1,000
| -55% | -$20.8K | ﹤0.01% | 762 |
|
|
2020
Q4 | $40K | Hold |
1,828
| – | – | 0.01% | 533 |
|
|
2020
Q3 | $41 | Hold |
1,828
| – | – | 0.01% | 534 |
|
|
2020
Q2 | $40K | Hold |
1,828
| – | – | 0.02% | 533 |
|
|
2020
Q1 | $27K | Buy |
1,828
+1,000
| +121% | +$19.7K | 0.01% | 569 |
|
|
2019
Q4 | $18K | Hold |
828
| – | – | 0.01% | 661 |
|
|
2019
Q3 | $17K | Hold |
828
| – | – | 0.01% | 676 |
|
|
2019
Q2 | $16K | Sell |
828
-409
| -33% | -$7.7K | 0.01% | 652 |
|
|
2019
Q1 | $22K | Sell |
1,237
-383
| -24% | -$6.51K | 0.01% | 590 |
|
|
2018
Q4 | $25K | Buy |
+1,620
| New | +$27.6K | 0.01% | 546 |
|
Other funds holding WEN
TFM
