Laurel Wealth Advisors (North Carolina)’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 | $15K | Buy |
172
+157
| +1,047% | +$13.7K | ﹤0.01% | 624 |
|
|
2025
Q1 | $220 | Hold |
15
| – | – | ﹤0.01% | 675 |
|
|
2024
Q4 | $245 | Hold |
15
| – | – | ﹤0.01% | 705 |
|
|
2024
Q3 | $263 | Hold |
15
| – | – | ﹤0.01% | 673 |
|
|
2024
Q2 | $255 | Hold |
15
| – | – | ﹤0.01% | 623 |
|
|
2024
Q1 | $283 | Hold |
15
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $293 | Hold |
15
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $307 | Hold |
15
| – | – | ﹤0.01% | 558 |
|
|
2023
Q2 | $327 | Hold |
15
| – | – | ﹤0.01% | 556 |
|
|
2023
Q1 | $327 | Hold |
15
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $340 | Buy |
+15
| New | +$340 | ﹤0.01% | 532 |
|
|
2022
Q2 | – | Sell |
-15
| Closed | – | – | 700 |
|
|
2022
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 703 |
|
|
2021
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 700 |
|
|
2021
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 761 |
|
|
2020
Q4 | – | Sell |
-15
| Closed | – | – | 624 |
|
|
2020
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 559 |
|
|
2020
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 545 |
|
|
2020
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 565 |
|
|
2019
Q4 | $0 | Hold |
15
| – | – | ﹤0.01% | 547 |
|
|
2019
Q3 | $0 | Buy |
+15
| New | – | ﹤0.01% | 544 |
|