Harvest Fund Management’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 | $16K | Hold |
1,075
| – | – | ﹤0.01% | 501 |
|
|
2025
Q1 | $16K | Buy |
+1,075
| New | +$16K | ﹤0.01% | 562 |
|
|
2020
Q3 | – | Sell |
-4,583
| Closed | -$102K | – | 615 |
|
|
2020
Q2 | $102K | Hold |
4,583
| – | – | 0.01% | 229 |
|
|
2020
Q1 | $68K | Buy |
4,583
+796
| +21% | +$11.8K | 0.01% | 256 |
|
|
2019
Q4 | $82K | Sell |
3,787
-27
| -0.7% | -$585 | 0.01% | 219 |
|
|
2019
Q3 | $76K | Buy |
+3,814
| New | +$76K | 0.01% | 226 |
|