IFP 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 | $87.3K | Buy |
7,641
+1,144
| +18% | +$13.1K | ﹤0.01% | 1713 |
|
|
2025
Q1 | $95.1K | Sell |
6,497
-100
| -2% | -$1.46K | ﹤0.01% | 1557 |
|
|
2024
Q4 | $108K | Buy |
6,597
+2,338
| +55% | +$38.1K | ﹤0.01% | 1437 |
|
|
2024
Q3 | $74.6K | Buy |
4,259
+12
| +0.3% | +$210 | ﹤0.01% | 1542 |
|
|
2024
Q2 | $72K | Sell |
4,247
-77
| -2% | -$1.31K | ﹤0.01% | 1503 |
|
|
2024
Q1 | $81.5K | Buy |
4,324
+213
| +5% | +$4.01K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $80.1K | Sell |
4,111
-145
| -3% | -$2.83K | ﹤0.01% | 1346 |
|
|
2023
Q3 | $86.9K | Buy |
4,256
+220
| +5% | +$4.49K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $87.8K | Sell |
4,036
-5,239
| -56% | -$114K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $149K | Buy |
9,275
+3,978
| +75% | +$64K | 0.01% | 1063 |
|
|
2022
Q4 | $86K | Sell |
5,297
-1,136
| -18% | -$18.4K | ﹤0.01% | 1849 |
|
|
2022
Q3 | $104K | Hold |
6,433
| – | – | ﹤0.01% | 1833 |
|
|
2022
Q2 | $104K | Hold |
6,433
| – | – | ﹤0.01% | 1667 |
|
|
2022
Q1 | $104K | Buy |
6,433
+4,419
| +219% | +$71.4K | ﹤0.01% | 1667 |
|
|
2021
Q4 | $49K | Hold |
2,014
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q3 | $44K | Hold |
2,014
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q2 | $47K | Sell |
2,014
-911
| -31% | -$21.3K | ﹤0.01% | 1557 |
|
|
2021
Q1 | $59K | Sell |
2,925
-2,000
| -41% | -$40.3K | ﹤0.01% | 1392 |
|
|
2020
Q4 | $108K | Hold |
4,925
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q3 | $109K | Sell |
4,925
-113
| -2% | -$2.5K | 0.01% | 955 |
|
|
2020
Q2 | $108K | Buy |
5,038
+3,125
| +163% | +$67K | 0.01% | 895 |
|
|
2020
Q1 | $27K | Buy |
1,913
+1,513
| +378% | +$21.4K | ﹤0.01% | 1373 |
|
|
2019
Q4 | $9K | Hold |
400
| – | – | ﹤0.01% | 1974 |
|
|
2019
Q3 | $8K | Buy |
+400
| New | +$8K | ﹤0.01% | 2176 |
|
|
2019
Q1 | $0 | Sell |
17
-532
| -97% | – | ﹤0.01% | 3431 |
|
|
2018
Q4 | $9K | Sell |
549
-4,524
| -89% | -$74.2K | ﹤0.01% | 2536 |
|
|
2018
Q3 | $87K | Hold |
5,073
| – | – | ﹤0.01% | 1566 |
|
|
2018
Q2 | $87K | Sell |
5,073
-452
| -8% | -$7.75K | ﹤0.01% | 1547 |
|
|
2018
Q1 | $91K | Hold |
5,525
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q4 | $91K | Sell |
5,525
-31,572
| -85% | -$520K | ﹤0.01% | 1439 |
|
|
2017
Q3 | $576K | Sell |
37,097
-3,547
| -9% | -$55.1K | 0.02% | 634 |
|
|
2017
Q2 | $630K | Sell |
40,644
-905
| -2% | -$14K | 0.03% | 583 |
|
|
2017
Q1 | $565K | Buy |
41,549
+4,852
| +13% | +$66K | 0.02% | 621 |
|
|
2016
Q4 | $496K | Buy |
36,697
+24,805
| +209% | +$335K | 0.02% | 619 |
|
|
2016
Q3 | $128K | Sell |
11,892
-641
| -5% | -$6.9K | 0.01% | 1228 |
|
|
2016
Q2 | $121K | Buy |
12,533
+12,516
| +73,624% | +$121K | 0.01% | 1226 |
|
|
2016
Q1 | $0 | Sell |
17
-12,592
| -100% | – | ﹤0.01% | 3460 |
|
|
2015
Q4 | $136K | Buy |
+12,609
| New | +$136K | 0.01% | 1011 |
|