LGT Financial Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-377
| Closed | -$6.15K | – | 725 |
|
|
2024
Q4 | $6.15K | Hold |
377
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $6.61K | Hold |
377
| – | – | 0.02% | 480 |
|
|
2024
Q2 | $6.39K | Hold |
377
| – | – | 0.01% | 554 |
|
|
2024
Q1 | $7.1K | Hold |
377
| – | – | 0.01% | 549 |
|
|
2023
Q4 | $7.34K | Hold |
377
| – | – | 0.01% | 553 |
|
|
2023
Q3 | $7.7K | Buy |
+377
| New | +$7.7K | 0.01% | 531 |
|