Global Retirement Partners’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 | $24.5K | Buy |
+2,143
| New | +$24.5K | ﹤0.01% | 2183 |
|
|
2024
Q4 | $41K | Buy |
2,514
+21
| +0.8% | +$342 | ﹤0.01% | 1716 |
|
|
2024
Q3 | $43.7K | Sell |
2,493
-63
| -2% | -$1.1K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $43.3K | Buy |
2,556
+4
| +0.2% | +$68 | ﹤0.01% | 1615 |
|
|
2024
Q1 | $48.1K | Sell |
2,552
-199
| -7% | -$3.75K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $52.3K | Buy |
2,751
+55
| +2% | +$1.05K | ﹤0.01% | 1345 |
|
|
2023
Q3 | $52.1K | Buy |
2,696
+499
| +23% | +$9.64K | ﹤0.01% | 1253 |
|
|
2023
Q2 | $47.8K | Buy |
2,197
+1
| +0% | +$22 | ﹤0.01% | 1300 |
|
|
2023
Q1 | $48.1K | Buy |
2,196
+61
| +3% | +$1.34K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $48.3K | Buy |
2,135
+1,270
| +147% | +$28.7K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $18K | Buy |
865
+630
| +268% | +$13.1K | ﹤0.01% | 1454 |
|
|
2022
Q2 | $4K | Buy |
235
+16
| +7% | +$272 | ﹤0.01% | 2008 |
|
|
2022
Q1 | $4K | Buy |
+219
| New | +$4K | ﹤0.01% | 2001 |
|
|
2021
Q4 | – | Sell |
-201
| Closed | -$4K | – | 1810 |
|
|
2021
Q3 | $4K | Buy |
201
+1
| +0.5% | +$20 | ﹤0.01% | 1718 |
|
|
2021
Q2 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 1594 |
|
|
2020
Q4 | – | Sell |
-280
| Closed | -$6K | – | 1808 |
|
|
2020
Q3 | $6K | Buy |
+280
| New | +$6K | ﹤0.01% | 1290 |
|
|
2020
Q2 | – | Sell |
-57
| Closed | -$1K | – | 1733 |
|
|
2020
Q1 | $1K | Hold |
57
| – | – | ﹤0.01% | 1535 |
|
|
2019
Q4 | $1K | Buy |
57
+1
| +2% | +$18 | ﹤0.01% | 1573 |
|
|
2019
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1557 |
|
|
2019
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 1552 |
|
|
2019
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1490 |
|
|
2018
Q4 | $1K | Buy |
56
+1
| +2% | +$18 | ﹤0.01% | 1421 |
|
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1501 |
|
|
2018
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1449 |
|
|
2017
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 1398 |
|