HB Wealth Management’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 | $177K | Buy |
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|
2025
Q2 | $198K | Buy |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $169K | Sell |
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|
2024
Q3 | $193K | Buy |
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|
2024
Q2 | $179K | Sell |
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|
2024
Q1 | $279K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $299K | Sell |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $318K | Buy |
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|
2022
Q4 | $329K | Buy |
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|
2022
Q3 | $216K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $272K | Buy |
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