Great Valley Advisor Group’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 |
-16,900
| Closed | -$287K | – | 851 |
|
|
2024
Q2 | $287K | Sell |
16,900
-100
| -0.6% | -$1.7K | 0.01% | 657 |
|
|
2024
Q1 | $320K | Hold |
17,000
| – | – | 0.01% | 593 |
|
|
2023
Q4 | $331K | Sell |
17,000
-5,800
| -25% | -$113K | 0.01% | 553 |
|
|
2023
Q3 | $465K | Buy |
22,800
+5,200
| +30% | +$106K | 0.02% | 450 |
|
|
2023
Q2 | $383K | Buy |
+17,600
| New | +$383K | 0.02% | 501 |
|