Harbor Investment Advisory’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.44K | Hold |
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|
2025
Q2 | $4.28K | Hold |
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|
2025
Q1 | $5.49K | Hold |
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|
2024
Q4 | $6.11K | Hold |
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|
2024
Q3 | $6.57K | Sell |
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|
2024
Q2 | $51.7K | Hold |
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|
2024
Q1 | $57.5K | Hold |
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|
2023
Q4 | $59.4K | Hold |
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|
2023
Q3 | $62.3K | Sell |
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|
2023
Q2 | $93.2K | Sell |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $97K | Hold |
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|
2022
Q2 | $98K | Hold |
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|
2022
Q1 | $114K | Hold |
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|
2021
Q4 | $123K | Hold |
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|
2021
Q3 | $112K | Sell |
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|
2021
Q2 | $122K | Buy |
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|
2021
Q1 | $105K | Hold |
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|
2020
Q4 | $113K | Buy |
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|
2020
Q3 | $101K | Sell |
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|
2020
Q2 | $139K | Buy |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $126K | Buy |
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