Jones Financial Companies’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $187K | Buy |
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|
2025
Q2 | $106K | Buy |
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|
2025
Q1 | $109K | Buy |
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|
2024
Q4 | $106K | Buy |
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|
2024
Q3 | $22K | Sell |
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|
2024
Q2 | $21.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $13K | Sell |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $13K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $5K | Buy |
|