HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$2 | – | 620 |
|
|
2024
Q2 | – | Hold |
0
| – | -$2 | – | 585 |
|
|
2024
Q1 | – | Sell |
-50
| Closed | -$976 | – | 566 |
|
|
2023
Q4 | $976 | Buy |
50
+1
| +2% | +$20 | ﹤0.01% | 510 |
|
|
2023
Q3 | $1.01K | Hold |
49
| – | – | ﹤0.01% | 505 |
|
|
2023
Q2 | $1.06K | Buy |
49
+1
| +2% | +$22 | ﹤0.01% | 501 |
|
|
2023
Q1 | $1.05K | Hold |
48
| – | – | ﹤0.01% | 536 |
|
|
2022
Q4 | $1.08K | Buy |
48
+1
| +2% | +$23 | ﹤0.01% | 467 |
|
|
2022
Q3 | $1K | Hold |
47
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $1K | Hold |
47
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $1K | Hold |
47
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $1K | Buy |
47
+1
| +2% | +$21 | ﹤0.01% | 485 |
|
|
2021
Q3 | $1K | Hold |
46
| – | – | ﹤0.01% | 491 |
|
|
2021
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 494 |
|
|
2021
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 468 |
|
|
2020
Q4 | $1K | Hold |
46
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $1K | Buy |
46
+1
| +2% | +$22 | ﹤0.01% | 432 |
|
|
2020
Q2 | $1K | Hold |
45
| – | – | ﹤0.01% | 421 |
|
|
2020
Q1 | $0 | Hold |
45
| – | – | ﹤0.01% | 424 |
|
|
2019
Q4 | $0 | Buy |
+45
| New | – | ﹤0.01% | 400 |
|