Hazlett, Burt & Watson’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 | $24K | Hold |
2,125
| – | – | 0.01% | 474 |
|
|
2025
Q1 | $31K | Hold |
2,125
| – | – | 0.01% | 431 |
|
|
2024
Q4 | $35K | Hold |
2,125
| – | – | 0.02% | 399 |
|
|
2024
Q3 | $37K | Hold |
2,125
| – | – | 0.02% | 388 |
|
|
2024
Q2 | $36K | Hold |
2,125
| – | – | 0.02% | 378 |
|
|
2024
Q1 | $40K | Hold |
2,125
| – | – | 0.02% | 359 |
|
|
2023
Q4 | $41K | Hold |
2,125
| – | – | 0.03% | 336 |
|
|
2023
Q3 | $43K | Hold |
2,125
| – | – | 0.03% | 318 |
|
|
2023
Q2 | $46K | Hold |
2,125
| – | – | 0.03% | 312 |
|
|
2023
Q1 | $46K | Hold |
2,125
| – | – | 0.04% | 292 |
|
|
2022
Q4 | $48K | Hold |
2,125
| – | – | 0.04% | 276 |
|
|
2022
Q3 | $40K | Hold |
2,125
| – | – | 0.04% | 291 |
|
|
2022
Q2 | $40K | Hold |
2,125
| – | – | 0.04% | 300 |
|
|
2022
Q1 | $47K | Buy |
+2,125
| New | +$47K | 0.04% | 299 |
|