HighTower Advisors’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 | $729K | Buy |
63,808
+26
| +0% | +$297 | ﹤0.01% | 2228 |
|
|
2025
Q1 | $933K | Sell |
63,782
-5,355
| -8% | -$78.3K | ﹤0.01% | 2005 |
|
|
2024
Q4 | $1.13M | Buy |
69,137
+2,431
| +4% | +$39.6K | ﹤0.01% | 1873 |
|
|
2024
Q3 | $1.18M | Buy |
66,706
+1,289
| +2% | +$22.8K | ﹤0.01% | 1828 |
|
|
2024
Q2 | $1.11M | Sell |
65,417
-18,023
| -22% | -$306K | ﹤0.01% | 1783 |
|
|
2024
Q1 | $1.58M | Buy |
83,440
+24,077
| +41% | +$455K | ﹤0.01% | 1548 |
|
|
2023
Q4 | $1.16M | Buy |
59,363
+47
| +0.1% | +$917 | ﹤0.01% | 1761 |
|
|
2023
Q3 | $1.21M | Sell |
59,316
-273
| -0.5% | -$5.57K | ﹤0.01% | 1656 |
|
|
2023
Q2 | $1.3M | Buy |
59,589
+2,751
| +5% | +$60.2K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $1.25M | Buy |
56,838
+9,136
| +19% | +$200K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $1.07M | Sell |
47,702
-1,024
| -2% | -$23.1K | ﹤0.01% | 1625 |
|
|
2022
Q3 | $909K | Sell |
48,726
-1,055
| -2% | -$19.7K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $937K | Sell |
49,781
-5,150
| -9% | -$96.9K | ﹤0.01% | 1673 |
|
|
2022
Q1 | $1.2M | Sell |
54,931
-1,452
| -3% | -$31.8K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $1.34M | Sell |
56,383
-1,756
| -3% | -$41.8K | ﹤0.01% | 1593 |
|
|
2021
Q3 | $1.26M | Sell |
58,139
-437
| -0.7% | -$9.47K | ﹤0.01% | 1522 |
|
|
2021
Q2 | $1.37M | Sell |
58,576
-2,106
| -3% | -$49.2K | ﹤0.01% | 1461 |
|
|
2021
Q1 | $1.23M | Sell |
60,682
-1,560
| -3% | -$31.5K | ﹤0.01% | 1459 |
|
|
2020
Q4 | $1.36M | Buy |
62,242
+2,225
| +4% | +$48.8K | 0.01% | 1094 |
|
|
2020
Q3 | $1.34M | Buy |
60,017
+4,115
| +7% | +$91.9K | 0.01% | 1062 |
|
|
2020
Q2 | $1.22M | Buy |
55,902
+14,381
| +35% | +$314K | 0.01% | 1024 |
|
|
2020
Q1 | $618K | Buy |
41,521
+3,829
| +10% | +$57K | ﹤0.01% | 1225 |
|
|
2019
Q4 | $835K | Sell |
37,692
-32,033
| -46% | -$710K | ﹤0.01% | 1228 |
|
|
2019
Q3 | $1.39M | Buy |
69,725
+37,422
| +116% | +$744K | 0.01% | 1023 |
|
|
2019
Q2 | $631K | Buy |
32,303
+1,610
| +5% | +$31.4K | ﹤0.01% | 1401 |
|
|
2019
Q1 | $551K | Sell |
30,693
-181
| -0.6% | -$3.25K | ﹤0.01% | 1410 |
|
|
2018
Q4 | $485K | Sell |
30,874
-287
| -0.9% | -$4.51K | ﹤0.01% | 1368 |
|
|
2018
Q3 | $537K | Sell |
31,161
-722
| -2% | -$12.4K | ﹤0.01% | 1426 |
|
|
2018
Q2 | $550K | Sell |
31,883
-2,316
| -7% | -$40K | ﹤0.01% | 1399 |
|
|
2018
Q1 | $602K | Buy |
34,199
+611
| +2% | +$10.8K | 0.01% | 1324 |
|
|
2017
Q4 | $550K | Sell |
33,588
-1,974
| -6% | -$32.3K | ﹤0.01% | 1399 |
|
|
2017
Q3 | $555K | Buy |
35,562
+962
| +3% | +$15K | ﹤0.01% | 1378 |
|
|
2017
Q2 | $538K | Buy |
34,600
+22
| +0.1% | +$342 | ﹤0.01% | 1324 |
|
|
2017
Q1 | $473K | Buy |
34,578
+733
| +2% | +$10K | ﹤0.01% | 1348 |
|
|
2016
Q4 | $459K | Buy |
33,845
+1,025
| +3% | +$13.9K | 0.01% | 1294 |
|
|
2016
Q3 | $353K | Sell |
32,820
-1,398
| -4% | -$15K | ﹤0.01% | 1388 |
|
|
2016
Q2 | $328K | Buy |
34,218
+1,031
| +3% | +$9.88K | ﹤0.01% | 1288 |
|
|
2016
Q1 | $360K | Sell |
33,187
-619
| -2% | -$6.72K | ﹤0.01% | 1457 |
|
|
2015
Q4 | $364K | Buy |
33,806
+5,709
| +20% | +$61.5K | ﹤0.01% | 1480 |
|
|
2015
Q3 | $241K | Buy |
28,097
+1,581
| +6% | +$13.6K | ﹤0.01% | 1555 |
|
|
2015
Q2 | $299K | Buy |
+26,516
| New | +$299K | ﹤0.01% | 1198 |
|
|
2014
Q1 | – | Sell |
-26,737
| Closed | -$233K | – | 1560 |
|
|
2013
Q4 | $233K | Buy |
26,737
+2,019
| +8% | +$17.6K | ﹤0.01% | 1241 |
|
|
2013
Q3 | $210K | Buy |
24,718
+5,528
| +29% | +$47K | 0.01% | 1133 |
|
|
2013
Q2 | $112K | Buy |
+19,190
| New | +$112K | ﹤0.01% | 1174 |
|