Kimelman & Baird’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
$671K Sell
58,728
-150
-0.3% -$1.71K 0.05% 79
2025
Q1
$861K Hold
58,878
0.07% 68
2024
Q4
$960K Hold
58,878
0.08% 70
2024
Q3
$1.03M Hold
58,878
0.08% 70
2024
Q2
$999K Buy
+58,878
New +$999K 0.08% 70