JFS Wealth 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 | $389 | Buy |
34
+11
| +48% | +$126 | ﹤0.01% | 1735 |
|
|
2025
Q1 | $337 | Sell |
23
-86
| -79% | -$1.26K | ﹤0.01% | 1805 |
|
|
2024
Q4 | $1.78K | Buy |
109
+5
| +5% | +$82 | ﹤0.01% | 1522 |
|
|
2024
Q3 | $1.82K | Sell |
104
-3
| -3% | -$53 | ﹤0.01% | 1527 |
|
|
2024
Q2 | $1.82K | Hold |
107
| – | – | ﹤0.01% | 1466 |
|
|
2024
Q1 | $2.02K | Sell |
107
-33
| -24% | -$622 | ﹤0.01% | 1435 |
|
|
2023
Q4 | $2.73K | Buy |
140
+32
| +30% | +$624 | ﹤0.01% | 1303 |
|
|
2023
Q3 | $2.21K | Sell |
108
-9
| -8% | -$184 | ﹤0.01% | 1322 |
|
|
2023
Q2 | $2.55K | Buy |
117
+9
| +8% | +$196 | ﹤0.01% | 1292 |
|
|
2023
Q1 | $2.35K | Sell |
108
-11
| -9% | -$240 | ﹤0.01% | 1293 |
|
|
2022
Q4 | $2.69K | Buy |
119
+6
| +5% | +$136 | ﹤0.01% | 1251 |
|
|
2022
Q3 | $2K | Sell |
113
-66
| -37% | -$1.17K | ﹤0.01% | 1426 |
|
|
2022
Q2 | $3K | Buy |
179
+68
| +61% | +$1.14K | ﹤0.01% | 1252 |
|
|
2022
Q1 | $2K | Buy |
111
+68
| +158% | +$1.23K | ﹤0.01% | 1521 |
|
|
2021
Q4 | $1K | Buy |
+43
| New | +$1K | ﹤0.01% | 1610 |
|
|
2018
Q1 | – | Sell |
-425
| Closed | -$7K | – | 574 |
|
|
2017
Q4 | $7K | Buy |
+425
| New | +$7K | ﹤0.01% | 404 |
|
|
2017
Q3 | – | Sell |
-759
| Closed | -$12K | – | 462 |
|
|
2017
Q2 | $12K | Buy |
759
+7
| +0.9% | +$111 | ﹤0.01% | 337 |
|
|
2017
Q1 | $10K | Hold |
752
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $10K | Buy |
752
+4
| +0.5% | +$53 | ﹤0.01% | 357 |
|
|
2016
Q3 | $8K | Buy |
748
+4
| +0.5% | +$43 | ﹤0.01% | 401 |
|
|
2016
Q2 | $7K | Buy |
744
+5
| +0.7% | +$47 | ﹤0.01% | 418 |
|
|
2016
Q1 | $8K | Buy |
739
+4
| +0.5% | +$43 | ﹤0.01% | 424 |
|
|
2015
Q4 | $8K | Buy |
735
+4
| +0.5% | +$44 | ﹤0.01% | 421 |
|
|
2015
Q3 | $6K | Buy |
731
+4
| +0.6% | +$33 | ﹤0.01% | 383 |
|
|
2015
Q2 | $8K | Buy |
727
+4
| +0.6% | +$44 | ﹤0.01% | 382 |
|
|
2015
Q1 | $8K | Buy |
723
+4
| +0.6% | +$44 | ﹤0.01% | 382 |
|
|
2014
Q4 | $6K | Buy |
719
+4
| +0.6% | +$33 | ﹤0.01% | 426 |
|
|
2014
Q3 | $6K | Buy |
715
+203
| +40% | +$1.7K | ﹤0.01% | 374 |
|
|
2014
Q2 | $4K | Buy |
+512
| New | +$4K | ﹤0.01% | 395 |
|