Jones Financial Companies’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 | $106K | Buy |
9,149
+1,665
| +22% | +$19.2K | ﹤0.01% | 1918 |
|
|
2025
Q1 | $109K | Buy |
7,484
+996
| +15% | +$14.6K | ﹤0.01% | 1734 |
|
|
2024
Q4 | $106K | Buy |
6,488
+5,251
| +424% | +$85.6K | ﹤0.01% | 1603 |
|
|
2024
Q3 | $22K | Sell |
1,237
-14
| -1% | -$249 | ﹤0.01% | 1923 |
|
|
2024
Q2 | $21.2K | Buy |
+1,251
| New | +$21.2K | ﹤0.01% | 1520 |
|
|
2022
Q3 | – | Sell |
-252
| Closed | -$5K | – | 746 |
|
|
2022
Q2 | $5K | Hold |
252
| – | – | ﹤0.01% | 551 |
|
|
2022
Q1 | $6K | Sell |
252
-292
| -54% | -$6.95K | ﹤0.01% | 571 |
|
|
2021
Q4 | $13K | Sell |
544
-55
| -9% | -$1.31K | ﹤0.01% | 525 |
|
|
2021
Q3 | $13K | Sell |
599
-64
| -10% | -$1.39K | ﹤0.01% | 465 |
|
|
2021
Q2 | $16K | Hold |
663
| – | – | ﹤0.01% | 426 |
|
|
2021
Q1 | $13K | Buy |
+663
| New | +$13K | ﹤0.01% | 510 |
|
|
2013
Q3 | – | Sell |
-850
| Closed | -$5K | – | 842 |
|
|
2013
Q2 | $5K | Buy |
+850
| New | +$5K | ﹤0.01% | 684 |
|