Gradient Investments’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 | $9.55M | Buy |
836,626
+48,736
| +6% | +$557K | 0.17% | 146 |
|
|
2025
Q1 | $11.5M | Buy |
787,890
+15,315
| +2% | +$224K | 0.23% | 129 |
|
|
2024
Q4 | $12.6M | Buy |
772,575
+80,055
| +12% | +$1.3M | 0.26% | 120 |
|
|
2024
Q3 | $12.1M | Sell |
692,520
-133,174
| -16% | -$2.33M | 0.25% | 125 |
|
|
2024
Q2 | $14M | Sell |
825,694
-12,986
| -2% | -$220K | 0.31% | 111 |
|
|
2024
Q1 | $15.8M | Buy |
838,680
+74,007
| +10% | +$1.39M | 0.37% | 103 |
|
|
2023
Q4 | $14.9M | Buy |
764,673
+23,973
| +3% | +$467K | 0.36% | 106 |
|
|
2023
Q3 | $15.1M | Sell |
740,700
-2,989
| -0.4% | -$61K | 0.4% | 86 |
|
|
2023
Q2 | $16.2M | Buy |
+743,689
| New | +$16.2M | 0.42% | 83 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$1.72K | – | 1653 |
|
|
2022
Q4 | $1.72K | Buy |
+76
| New | +$1.72K | ﹤0.01% | 1119 |
|