JP Morgan Private Wealth Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $292K | Buy |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $435K | Sell |
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|
2022
Q3 | $371K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $307K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $255K | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $440K | Buy |
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|
2020
Q2 | $419K | Sell |
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|
2020
Q1 | $294K | Hold |
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|
2019
Q4 | $438K | Buy |
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|
2019
Q3 | $389K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $458K | Sell |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $870K | Sell |
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|
2017
Q2 | $906K | Buy |
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|
2017
Q1 | $794K | Sell |
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|
2016
Q4 | $832K | Buy |
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|
2016
Q3 | $377K | Sell |
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|
2016
Q2 | $553K | Buy |
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|
2016
Q1 | $126K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $477K | Hold |
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|
2014
Q3 | $437K | Sell |
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|
2014
Q2 | $461K | Sell |
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|
2014
Q1 | $495K | Sell |
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|
2013
Q4 | $549K | Sell |
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|
2013
Q3 | $560K | Buy |
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|
2013
Q2 | $371K | Buy |
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