Kestra Private Wealth Services’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 | $300K | Buy |
26,294
+2,635
| +11% | +$30.1K | ﹤0.01% | 1277 |
|
|
2025
Q1 | $346K | Buy |
23,659
+133
| +0.6% | +$1.95K | 0.01% | 1132 |
|
|
2024
Q4 | $383K | Sell |
23,526
-7,701
| -25% | -$126K | 0.01% | 1038 |
|
|
2024
Q3 | $547K | Sell |
31,227
-809
| -3% | -$14.2K | 0.01% | 838 |
|
|
2024
Q2 | $543K | Buy |
32,036
+1
| +0% | +$17 | 0.01% | 793 |
|
|
2024
Q1 | $604K | Sell |
32,035
-999
| -3% | -$18.8K | 0.01% | 727 |
|
|
2023
Q4 | $644K | Sell |
33,034
-22
| -0.1% | -$429 | 0.02% | 645 |
|
|
2023
Q3 | $675K | Buy |
33,056
+7,011
| +27% | +$143K | 0.02% | 567 |
|
|
2023
Q2 | $566K | Buy |
26,045
+2,458
| +10% | +$53.5K | 0.02% | 594 |
|
|
2023
Q1 | $514K | Buy |
23,587
+3,664
| +18% | +$79.8K | 0.02% | 590 |
|
|
2022
Q4 | $451K | Buy |
+19,923
| New | +$451K | 0.02% | 549 |
|