GHP Investment Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-23
| Closed | -$391 | – | 1082 |
|
|
2024
Q2 | $391 | Buy |
+23
| New | +$391 | ﹤0.01% | 935 |
|
|
2023
Q4 | – | Sell |
-420
| Closed | -$7.81K | – | 952 |
|
|
2023
Q3 | $7.81K | Buy |
420
+3
| +0.7% | +$56 | ﹤0.01% | 725 |
|
|
2023
Q2 | $8.99K | Buy |
417
+2
| +0.5% | +$43 | ﹤0.01% | 704 |
|
|
2023
Q1 | $9.04K | Hold |
415
| – | – | ﹤0.01% | 705 |
|
|
2022
Q4 | $9.39K | Hold |
415
| – | – | ﹤0.01% | 702 |
|
|
2022
Q3 | $8K | Hold |
415
| – | – | ﹤0.01% | 731 |
|
|
2022
Q2 | $8K | Hold |
415
| – | – | ﹤0.01% | 736 |
|
|
2022
Q1 | $9K | Buy |
+415
| New | +$9K | ﹤0.01% | 746 |
|