Joseph Group Capital Management’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 | $10.4K | Hold |
908
| – | – | ﹤0.01% | 92 |
|
|
2025
Q1 | $13.3K | Hold |
908
| – | – | 0.01% | 88 |
|
|
2024
Q4 | $14.8K | Hold |
908
| – | – | 0.01% | 83 |
|
|
2024
Q3 | $15.9K | Sell |
908
-94,320
| -99% | -$1.65M | 0.01% | 78 |
|
|
2024
Q2 | $1.62M | Buy |
95,228
+12,191
| +15% | +$207K | 0.84% | 39 |
|
|
2024
Q1 | $1.56M | Buy |
83,037
+16,708
| +25% | +$315K | 0.78% | 40 |
|
|
2023
Q4 | $1.29M | Buy |
66,329
+3,923
| +6% | +$76.4K | 0.75% | 40 |
|
|
2023
Q3 | $1.27M | Buy |
62,406
+5,996
| +11% | +$122K | 0.92% | 31 |
|
|
2023
Q2 | $1.23M | Buy |
56,410
+3,711
| +7% | +$80.7K | 1.03% | 33 |
|
|
2023
Q1 | $1.15M | Buy |
52,699
+3,941
| +8% | +$85.8K | 1.01% | 33 |
|
|
2022
Q4 | $1.1M | Sell |
48,758
-1,379
| -3% | -$31.2K | 1.05% | 29 |
|
|
2022
Q3 | $937K | Buy |
50,137
+3,676
| +8% | +$68.7K | 1.02% | 34 |
|
|
2022
Q2 | $877K | Buy |
46,461
+4,111
| +10% | +$77.6K | 0.88% | 37 |
|
|
2022
Q1 | $930K | Buy |
42,350
+1,714
| +4% | +$37.6K | 0.94% | 36 |
|
|
2021
Q4 | $969K | Buy |
+40,636
| New | +$969K | 0.93% | 35 |
|