FORA Capital’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 | $290K | Buy |
+25,437
| New | +$290K | 0.03% | 408 |
|
2025
Q1 | – | Sell |
-13,002
| Closed | -$212K | – | 658 |
|
2024
Q4 | $212K | Sell |
13,002
-13,523
| -51% | -$220K | 0.02% | 347 |
|
2024
Q3 | $465K | Buy |
+26,525
| New | +$465K | 0.05% | 295 |
|
2021
Q3 | – | Sell |
-51,160
| Closed | -$1.2M | – | 877 |
|
2021
Q2 | $1.2M | Buy |
+51,160
| New | +$1.2M | 0.22% | 117 |
|
2020
Q1 | – | Sell |
-22,158
| Closed | -$492K | – | 1377 |
|
2019
Q4 | $492K | Buy |
+22,158
| New | +$492K | 0.05% | 400 |
|