JPMorgan Chase & Co’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 | $23.4M | Sell |
2,048,988
-2,420,356
| -54% | -$27.6M | ﹤0.01% | 1637 |
|
|
2025
Q1 | $65.4M | Sell |
4,469,344
-109,274
| -2% | -$1.6M | ﹤0.01% | 1053 |
|
|
2024
Q4 | $74.6M | Sell |
4,578,618
-115,858
| -2% | -$1.89M | 0.01% | 983 |
|
|
2024
Q3 | $82.2M | Sell |
4,694,476
-382,877
| -8% | -$6.71M | 0.01% | 959 |
|
|
2024
Q2 | $86.1M | Sell |
5,077,353
-834,628
| -14% | -$14.2M | 0.01% | 899 |
|
|
2024
Q1 | $111M | Sell |
5,911,981
-31,130
| -0.5% | -$586K | 0.01% | 825 |
|
|
2023
Q4 | $116M | Buy |
5,943,111
+100,473
| +2% | +$1.96M | 0.01% | 758 |
|
|
2023
Q3 | $119M | Sell |
5,842,638
-91,111
| -2% | -$1.86M | 0.01% | 687 |
|
|
2023
Q2 | $129M | Sell |
5,933,749
-55,574
| -0.9% | -$1.21M | 0.01% | 677 |
|
|
2023
Q1 | $130M | Buy |
5,989,323
+142,399
| +2% | +$3.1M | 0.02% | 651 |
|
|
2022
Q4 | $132M | Sell |
5,846,924
-320,173
| -5% | -$7.25M | 0.02% | 610 |
|
|
2022
Q3 | $115M | Sell |
6,167,097
-370,071
| -6% | -$6.92M | 0.02% | 623 |
|
|
2022
Q2 | $123M | Sell |
6,537,168
-144,222
| -2% | -$2.72M | 0.02% | 630 |
|
|
2022
Q1 | $147M | Buy |
6,681,390
+53,665
| +0.8% | +$1.18M | 0.02% | 640 |
|
|
2021
Q4 | $158M | Buy |
6,627,725
+351,482
| +6% | +$8.38M | 0.02% | 630 |
|
|
2021
Q3 | $136M | Sell |
6,276,243
-243,567
| -4% | -$5.28M | 0.02% | 680 |
|
|
2021
Q2 | $153M | Sell |
6,519,810
-755,915
| -10% | -$17.7M | 0.02% | 658 |
|
|
2021
Q1 | $147M | Buy |
7,275,725
+1,359,943
| +23% | +$27.6M | 0.02% | 645 |
|
|
2020
Q4 | $130M | Buy |
5,915,782
+1,097,761
| +23% | +$24.1M | 0.02% | 636 |
|
|
2020
Q3 | $108M | Buy |
4,818,021
+605,463
| +14% | +$13.5M | 0.02% | 621 |
|
|
2020
Q2 | $91.7M | Buy |
4,212,558
+536,040
| +15% | +$11.7M | 0.02% | 646 |
|
|
2020
Q1 | $54.7M | Buy |
3,676,518
+895,346
| +32% | +$13.3M | 0.01% | 722 |
|
|
2019
Q4 | $61.8M | Buy |
2,781,172
+1,503,541
| +118% | +$33.4M | 0.01% | 779 |
|
|
2019
Q3 | $25.5M | Sell |
1,277,631
-620,905
| -33% | -$12.4M | 0.01% | 1220 |
|
|
2019
Q2 | $37M | Sell |
1,898,536
-1,058,128
| -36% | -$20.6M | 0.01% | 1019 |
|
|
2019
Q1 | $52.9M | Buy |
2,956,664
+1,074,389
| +57% | +$19.2M | 0.01% | 833 |
|
|
2018
Q4 | $29.4M | Buy |
1,882,275
+1,688,189
| +870% | +$26.4M | 0.01% | 1039 |
|
|
2018
Q3 | $3.33M | Buy |
194,086
+76,279
| +65% | +$1.31M | ﹤0.01% | 2491 |
|
|
2018
Q2 | $2.03M | Buy |
117,807
+6,082
| +5% | +$105K | ﹤0.01% | 2802 |
|
|
2018
Q1 | $1.96M | Sell |
111,725
-733,714
| -87% | -$12.9M | ﹤0.01% | 2757 |
|
|
2017
Q4 | $13.9M | Buy |
845,439
+435,739
| +106% | +$7.16M | ﹤0.01% | 1605 |
|
|
2017
Q3 | $6.38M | Sell |
409,700
-236,343
| -37% | -$3.68M | ﹤0.01% | 2040 |
|
|
2017
Q2 | $10M | Buy |
646,043
+229,881
| +55% | +$3.57M | ﹤0.01% | 1714 |
|
|
2017
Q1 | $5.66M | Sell |
416,162
-327,054
| -44% | -$4.45M | ﹤0.01% | 2027 |
|
|
2016
Q4 | $10M | Buy |
743,216
+595,051
| +402% | +$8.04M | ﹤0.01% | 1678 |
|
|
2016
Q3 | $1.6M | Sell |
148,165
-188,202
| -56% | -$2.03M | ﹤0.01% | 2568 |
|
|
2016
Q2 | $3.24M | Sell |
336,367
-355,607
| -51% | -$3.42M | ﹤0.01% | 2235 |
|
|
2016
Q1 | $7.54M | Buy |
691,974
+562,672
| +435% | +$6.13M | ﹤0.01% | 1751 |
|
|
2015
Q4 | $1.39M | Sell |
129,302
-523,417
| -80% | -$5.64M | ﹤0.01% | 2544 |
|
|
2015
Q3 | $5.65M | Sell |
652,719
-134,086
| -17% | -$1.16M | ﹤0.01% | 1897 |
|
|
2015
Q2 | $8.87M | Buy |
786,805
+36,675
| +5% | +$414K | ﹤0.01% | 1759 |
|
|
2015
Q1 | $8.18M | Buy |
750,130
+499,418
| +199% | +$5.44M | ﹤0.01% | 1837 |
|
|
2014
Q4 | $2.27M | Buy |
250,712
+151,993
| +154% | +$1.37M | ﹤0.01% | 2438 |
|
|
2014
Q3 | $815K | Sell |
98,719
-1,077,478
| -92% | -$8.9M | ﹤0.01% | 2834 |
|
|
2014
Q2 | $10M | Sell |
1,176,197
-1,214,332
| -51% | -$10.4M | ﹤0.01% | 1706 |
|
|
2014
Q1 | $21.8M | Sell |
2,390,529
-111,559
| -4% | -$1.02M | 0.01% | 1241 |
|
|
2013
Q4 | $21.8M | Sell |
2,502,088
-271,411
| -10% | -$2.37M | 0.01% | 1200 |
|
|
2013
Q3 | $23.5M | Buy |
2,773,499
+1,797,402
| +184% | +$15.2M | 0.01% | 1170 |
|
|
2013
Q2 | $5.69M | Buy |
+976,097
| New | +$5.69M | ﹤0.01% | 1876 |
|