Glassman Wealth Services’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-79
| Closed | -$1.54K | – | 1818 |
|
|
2023
Q4 | $1.54K | Hold |
79
| – | – | ﹤0.01% | 1420 |
|
|
2023
Q3 | $1.61K | Hold |
79
| – | – | ﹤0.01% | 1402 |
|
|
2023
Q2 | $1.72K | Hold |
79
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q1 | $1.72K | Buy |
79
+10
| +14% | +$218 | ﹤0.01% | 1288 |
|
|
2022
Q4 | $1.56K | Hold |
69
| – | – | ﹤0.01% | 1317 |
|
|
2022
Q3 | $1K | Sell |
69
-6
| -8% | -$87 | ﹤0.01% | 1567 |
|
|
2022
Q2 | $1K | Buy |
75
+48
| +178% | +$640 | ﹤0.01% | 1569 |
|
|
2022
Q1 | $1K | Sell |
27
-10
| -27% | -$370 | ﹤0.01% | 1552 |
|
|
2021
Q4 | $1K | Sell |
37
-5
| -12% | -$135 | ﹤0.01% | 1537 |
|
|
2021
Q3 | $1K | Sell |
42
-1
| -2% | -$24 | ﹤0.01% | 1495 |
|
|
2021
Q2 | $1K | Buy |
43
+16
| +59% | +$372 | ﹤0.01% | 1395 |
|
|
2021
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1342 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1296 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1259 |
|
|
2020
Q2 | $1K | Buy |
27
+7
| +35% | +$259 | ﹤0.01% | 1133 |
|
|
2020
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1605 |
|