HB Wealth 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 | $198K | Buy |
17,349
+427
| +3% | +$4.88K | ﹤0.01% | 1092 |
|
|
2025
Q1 | $248K | Buy |
16,922
+6,557
| +63% | +$95.9K | ﹤0.01% | 1024 |
|
|
2024
Q4 | $169K | Sell |
10,365
-630
| -6% | -$10.3K | ﹤0.01% | 984 |
|
|
2024
Q3 | $193K | Buy |
10,995
+433
| +4% | +$7.59K | ﹤0.01% | 892 |
|
|
2024
Q2 | $179K | Sell |
10,562
-4,240
| -29% | -$71.9K | ﹤0.01% | 842 |
|
|
2024
Q1 | $279K | Sell |
14,802
-659
| -4% | -$12.4K | ﹤0.01% | 682 |
|
|
2023
Q4 | $301K | Buy |
15,461
+805
| +5% | +$15.7K | ﹤0.01% | 608 |
|
|
2023
Q3 | $299K | Sell |
14,656
-1
| -0% | -$20 | ﹤0.01% | 568 |
|
|
2023
Q2 | $319K | Buy |
14,657
+74
| +0.5% | +$1.61K | 0.01% | 525 |
|
|
2023
Q1 | $318K | Buy |
14,583
+55
| +0.4% | +$1.2K | 0.01% | 521 |
|
|
2022
Q4 | $329K | Buy |
14,528
+2,952
| +26% | +$66.8K | 0.01% | 494 |
|
|
2022
Q3 | $216K | Buy |
11,576
+76
| +0.7% | +$1.42K | ﹤0.01% | 525 |
|
|
2022
Q2 | $217K | Buy |
11,500
+100
| +0.9% | +$1.89K | ﹤0.01% | 528 |
|
|
2022
Q1 | $250K | Buy |
11,400
+7
| +0.1% | +$154 | ﹤0.01% | 497 |
|
|
2021
Q4 | $272K | Buy |
+11,393
| New | +$272K | 0.01% | 406 |
|