Kestra Private Wealth 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 | $203K | Sell |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $346K | Buy |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $543K | Buy |
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|
2024
Q1 | $604K | Sell |
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|
2023
Q4 | $644K | Sell |
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|
2023
Q3 | $675K | Buy |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $451K | Buy |
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