Larson Financial Group’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 | $19.9K | Buy |
1,739
+1,108
| +176% | +$12.7K | ﹤0.01% | 1487 |
|
|
2025
Q1 | $9.23K | Buy |
631
+624
| +8,914% | +$9.12K | ﹤0.01% | 1661 |
|
|
2024
Q4 | $121 | Hold |
7
| – | – | ﹤0.01% | 2552 |
|
|
2024
Q3 | $128 | Hold |
7
| – | – | ﹤0.01% | 2473 |
|
|
2024
Q2 | $122 | Hold |
7
| – | – | ﹤0.01% | 2198 |
|
|
2024
Q1 | $134 | Hold |
7
| – | – | ﹤0.01% | 1670 |
|
|
2023
Q4 | $136 | Hold |
7
| – | – | ﹤0.01% | 1684 |
|
|
2023
Q3 | $143 | Hold |
7
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q2 | $152 | Hold |
7
| – | – | ﹤0.01% | 1503 |
|
|
2023
Q1 | $152 | Hold |
7
| – | – | ﹤0.01% | 1477 |
|
|
2022
Q4 | $158 | Hold |
7
| – | – | ﹤0.01% | 1435 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 1416 |
|
|
2022
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 1302 |
|
|
2022
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 1176 |
|
|
2021
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 957 |
|
|
2021
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 954 |
|
|
2021
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 935 |
|
|
2020
Q4 | $0 | Buy |
+7
| New | – | ﹤0.01% | 860 |
|