Kestra Advisory Services’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 | $108K | Sell |
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|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $370K | Sell |
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|
2024
Q2 | $417K | Buy |
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|
2024
Q1 | $422K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $622K | Buy |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $262K | Sell |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $385K | Buy |
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