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 |
|