Janney Montgomery Scott’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
$830K Buy
72,636
+32,792
+82% +$375K ﹤0.01% 1705
2025
Q1
$583K Buy
39,844
+29,768
+295% +$436K ﹤0.01% 1886
2024
Q4
$164K Sell
10,076
-4,374
-30% -$71.2K ﹤0.01% 2582
2024
Q3
$253K Buy
14,450
+318
+2% +$5.57K ﹤0.01% 2391
2024
Q2
$240K Sell
14,132
-1,038
-7% -$17.6K ﹤0.01% 2341
2024
Q1
$286K Buy
15,170
+801
+6% +$15.1K ﹤0.01% 2373
2023
Q4
$280K Buy
14,369
+978
+7% +$19.1K ﹤0.01% 2258
2023
Q3
$273K Sell
13,391
-941
-7% -$19.2K ﹤0.01% 2192
2023
Q2
$312K Buy
14,332
+1,987
+16% +$43.3K ﹤0.01% 2202
2023
Q1
$269K Buy
12,345
+975
+9% +$21.2K ﹤0.01% 2116
2022
Q4
$257K Buy
11,370
+431
+4% +$9.74K ﹤0.01% 2227
2022
Q3
$204K Sell
10,939
-92
-0.8% -$1.72K ﹤0.01% 2282
2022
Q2
$207K Buy
11,031
+1,312
+13% +$24.6K ﹤0.01% 2133
2022
Q1
$214K Sell
9,719
-216,386
-96% -$4.76M ﹤0.01% 2049
2021
Q4
$5.39M Buy
226,105
+216,346
+2,217% +$5.16M 0.02% 603
2021
Q3
$212K Sell
9,759
-345
-3% -$7.5K ﹤0.01% 2139
2021
Q2
$237K Sell
10,104
-643
-6% -$15.1K ﹤0.01% 2044
2021
Q1
$218K Sell
10,747
-10,859
-50% -$220K ﹤0.01% 2018
2020
Q4
$474K Buy
21,606
+1,007
+5% +$22.1K ﹤0.01% 1601
2020
Q3
$459K Sell
20,599
-52
-0.3% -$1.16K ﹤0.01% 1466
2020
Q2
$450K Sell
20,651
-19,818
-49% -$432K ﹤0.01% 1416
2020
Q1
$602K Sell
40,469
-58,019
-59% -$863K ﹤0.01% 1133
2019
Q4
$2.19M Sell
98,488
-3,695
-4% -$82.1K 0.01% 756
2019
Q3
$2.04M Buy
102,183
+7,457
+8% +$149K 0.01% 754
2019
Q2
$1.86M Sell
94,726
-4,303
-4% -$84.3K 0.01% 767
2019
Q1
$1.77M Buy
99,029
+36,382
+58% +$651K 0.01% 764
2018
Q4
$978K Sell
62,647
-189
-0.3% -$2.95K 0.01% 946
2018
Q3
$1.08M Buy
62,836
+30
+0% +$514 0.01% 988
2018
Q2
$1.08M Buy
62,806
+7,679
+14% +$132K 0.01% 947
2018
Q1
$967K Buy
55,127
+304
+0.6% +$5.33K 0.01% 977
2017
Q4
$900K Sell
54,823
-37,616
-41% -$618K 0.01% 993
2017
Q3
$1.44M Sell
92,439
-2,380
-3% -$37K 0.02% 760
2017
Q2
$1.47M Buy
94,819
+40,460
+74% +$628K 0.02% 696
2017
Q1
$740K Sell
54,359
-251
-0.5% -$3.42K 0.01% 975
2016
Q4
$738K Buy
+54,610
New +$738K 0.01% 915
2015
Q1
Sell
-25,983
Closed -$235K 2445
2014
Q4
$235K Sell
25,983
-8,626
-25% -$77.9K ﹤0.01% 1884
2014
Q3
$286K Sell
34,609
-2,114
-6% -$17.5K 0.01% 1700
2014
Q2
$313K Buy
+36,723
New +$313K 0.01% 1588