Inspire Investing’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-19,702
| Closed | -$384K | – | 876 |
|
|
2023
Q4 | $384K | Buy |
19,702
+4,725
| +32% | +$92K | 0.04% | 559 |
|
|
2023
Q3 | $306K | Buy |
14,977
+495
| +3% | +$10.1K | 0.04% | 700 |
|
|
2023
Q2 | $315K | Buy |
14,482
+1,984
| +16% | +$43.2K | 0.04% | 493 |
|
|
2023
Q1 | $272K | Buy |
12,498
+2,112
| +20% | +$46K | 0.03% | 682 |
|
|
2022
Q4 | $235K | Sell |
10,386
-701
| -6% | -$15.9K | 0.03% | 636 |
|
|
2022
Q3 | $207K | Sell |
11,087
-161
| -1% | -$3.01K | 0.03% | 564 |
|
|
2022
Q2 | $212K | Buy |
11,248
+568
| +5% | +$10.7K | 0.03% | 602 |
|
|
2022
Q1 | $235K | Buy |
10,680
+385
| +4% | +$8.47K | 0.03% | 645 |
|
|
2021
Q4 | $246K | Buy |
10,295
+65
| +0.6% | +$1.55K | 0.03% | 715 |
|
|
2021
Q3 | $222K | Buy |
+10,230
| New | +$222K | 0.03% | 748 |
|
|
2018
Q1 | – | Sell |
-3,580
| Closed | -$59K | – | 706 |
|
|
2017
Q4 | $59K | Buy |
+3,580
| New | +$59K | 0.05% | 362 |
|