King Wealth Management Group’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,873
| Closed | -$208K | – | 164 |
|
|
2024
Q3 | $208K | Sell |
11,873
-264
| -2% | -$4.63K | 0.03% | 144 |
|
|
2024
Q2 | $206K | Hold |
12,137
| – | – | 0.03% | 136 |
|
|
2024
Q1 | $229K | Sell |
12,137
-1,042
| -8% | -$19.7K | 0.04% | 130 |
|
|
2023
Q4 | $257K | Sell |
13,179
-2,579
| -16% | -$50.3K | 0.05% | 121 |
|
|
2023
Q3 | $322K | Hold |
15,758
| – | – | 0.07% | 105 |
|
|
2023
Q2 | $343K | Hold |
15,758
| – | – | 0.07% | 102 |
|
|
2023
Q1 | $343K | Sell |
15,758
-810
| -5% | -$17.6K | 0.08% | 105 |
|
|
2022
Q4 | $375K | Sell |
16,568
-601
| -4% | -$13.6K | 0.09% | 100 |
|
|
2022
Q3 | $321K | Hold |
17,169
| – | – | 0.08% | 107 |
|
|
2022
Q2 | $324K | Sell |
17,169
-25,937
| -60% | -$489K | 0.08% | 114 |
|
|
2022
Q1 | $947K | Sell |
43,106
-100
| -0.2% | -$2.2K | 0.19% | 63 |
|
|
2021
Q4 | $1.03M | Sell |
43,206
-914
| -2% | -$21.8K | 0.19% | 63 |
|
|
2021
Q3 | $957K | Sell |
44,120
-2,457
| -5% | -$53.3K | 0.2% | 68 |
|
|
2021
Q2 | $1.09M | Sell |
46,577
-8,912
| -16% | -$209K | 0.22% | 65 |
|
|
2021
Q1 | $1.12M | Sell |
55,489
-901
| -2% | -$18.3K | 0.25% | 61 |
|
|
2020
Q4 | $1.24M | Sell |
56,390
-1,299
| -2% | -$28.5K | 0.29% | 54 |
|
|
2020
Q3 | $1.29M | Sell |
57,689
-56
| -0.1% | -$1.25K | 0.33% | 44 |
|
|
2020
Q2 | $1.26M | Sell |
57,745
-972
| -2% | -$21.2K | 0.37% | 38 |
|
|
2020
Q1 | $874K | Sell |
58,717
-3,986
| -6% | -$59.3K | 0.38% | 43 |
|
|
2019
Q4 | $1.39M | Sell |
62,703
-655
| -1% | -$14.5K | 0.37% | 41 |
|
|
2019
Q3 | $1.27M | Sell |
63,358
-2,267
| -3% | -$45.3K | 0.36% | 43 |
|
|
2019
Q2 | $1.29M | Sell |
65,625
-749
| -1% | -$14.7K | 0.38% | 39 |
|
|
2019
Q1 | $1.19M | Sell |
66,374
-1,774
| -3% | -$31.7K | 0.37% | 43 |
|
|
2018
Q4 | $1.06M | Sell |
68,148
-9,288
| -12% | -$145K | 0.38% | 42 |
|
|
2018
Q3 | $1.28M | Buy |
77,436
+1,274
| +2% | +$21K | 0.4% | 43 |
|
|
2018
Q2 | $1.31M | Sell |
76,162
-405
| -0.5% | -$6.96K | 0.45% | 41 |
|
|
2018
Q1 | $1.34M | Sell |
76,567
-3,276
| -4% | -$57.5K | 0.48% | 42 |
|
|
2017
Q4 | $1.31M | Sell |
79,843
-1,268
| -2% | -$20.8K | 0.46% | 41 |
|
|
2017
Q3 | $1.26M | Sell |
81,111
-839
| -1% | -$13K | 0.47% | 42 |
|
|
2017
Q2 | $1.27M | Sell |
81,950
-1,072
| -1% | -$16.6K | 0.5% | 42 |
|
|
2017
Q1 | $1.13M | Sell |
83,022
-3,920
| -5% | -$53.4K | 0.47% | 41 |
|
|
2016
Q4 | $1.18M | Sell |
86,942
-1,700
| -2% | -$23K | 0.53% | 39 |
|
|
2016
Q3 | $957K | Sell |
88,642
-1,264
| -1% | -$13.6K | 0.48% | 43 |
|
|
2016
Q2 | $865K | Sell |
89,906
-281
| -0.3% | -$2.7K | 0.46% | 42 |
|
|
2016
Q1 | $982K | Sell |
90,187
-685
| -0.8% | -$7.46K | 0.53% | 40 |
|
|
2015
Q4 | $978K | Sell |
90,872
-18,924
| -17% | -$204K | 0.54% | 42 |
|
|
2015
Q3 | $949K | Sell |
109,796
-3,042
| -3% | -$26.3K | 0.58% | 39 |
|
|
2015
Q2 | $1.27M | Sell |
112,838
-2,860
| -2% | -$32.3K | 0.7% | 35 |
|
|
2015
Q1 | $1.26M | Sell |
115,698
-8,869
| -7% | -$96.7K | 0.73% | 33 |
|
|
2014
Q4 | $1.13M | Buy |
124,567
+2,169
| +2% | +$19.6K | 0.6% | 43 |
|
|
2014
Q3 | $1.01M | Sell |
122,398
-3,588
| -3% | -$29.6K | 0.63% | 39 |
|
|
2014
Q2 | $1.08M | Buy |
125,986
+2,712
| +2% | +$23.3K | 0.67% | 40 |
|
|
2014
Q1 | $1.12M | Buy |
123,274
+5,572
| +5% | +$50.8K | 0.77% | 34 |
|
|
2013
Q4 | $1.03M | Buy |
117,702
+42,789
| +57% | +$373K | 0.59% | 45 |
|
|
2013
Q3 | $635K | Buy |
74,913
+10,252
| +16% | +$86.9K | 0.41% | 56 |
|
|
2013
Q2 | $377K | Buy |
+64,661
| New | +$377K | 0.26% | 71 |
|