Lindbrook Capital’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 | $32.9K | Sell |
2,252
-296
| -12% | -$4.33K | ﹤0.01% | 1148 |
|
|
2024
Q4 | $41.5K | Sell |
2,548
-296
| -10% | -$4.83K | ﹤0.01% | 893 |
|
|
2024
Q3 | $49.8K | Buy |
2,844
+1,410
| +98% | +$24.7K | ﹤0.01% | 819 |
|
|
2024
Q2 | $24.3K | Buy |
1,434
+236
| +20% | +$4K | ﹤0.01% | 1130 |
|
|
2024
Q1 | $22.6K | Sell |
1,198
-92
| -7% | -$1.73K | ﹤0.01% | 1147 |
|
|
2023
Q4 | $25.1K | Buy |
1,290
+87
| +7% | +$1.7K | ﹤0.01% | 1059 |
|
|
2023
Q3 | $24.6K | Buy |
1,203
+26
| +2% | +$531 | ﹤0.01% | 970 |
|
|
2023
Q2 | $25.6K | Hold |
1,177
| – | – | ﹤0.01% | 966 |
|
|
2023
Q1 | $25.6K | Hold |
1,177
| – | – | ﹤0.01% | 953 |
|
|
2022
Q4 | $26.6K | Buy |
1,177
+290
| +33% | +$6.56K | ﹤0.01% | 937 |
|
|
2022
Q3 | $17K | Sell |
887
-26
| -3% | -$498 | ﹤0.01% | 1085 |
|
|
2022
Q2 | $17K | Buy |
913
+26
| +3% | +$484 | ﹤0.01% | 1047 |
|
|
2022
Q1 | $19K | Hold |
887
| – | – | ﹤0.01% | 1031 |
|
|
2021
Q4 | $21K | Hold |
887
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q3 | $19K | Hold |
887
| – | – | 0.01% | 771 |
|
|
2021
Q2 | $21K | Hold |
887
| – | – | ﹤0.01% | 768 |
|
|
2021
Q1 | $18K | Hold |
887
| – | – | ﹤0.01% | 789 |
|
|
2020
Q4 | $19K | Hold |
887
| – | – | ﹤0.01% | 706 |
|
|
2020
Q3 | $20K | Hold |
887
| – | – | 0.01% | 610 |
|
|
2020
Q2 | $19K | Sell |
887
-57
| -6% | -$1.22K | 0.01% | 631 |
|
|
2020
Q1 | $14K | Hold |
944
| – | – | 0.01% | 670 |
|
|
2019
Q4 | $21K | Hold |
944
| – | – | 0.01% | 731 |
|
|
2019
Q3 | $19K | Hold |
944
| – | – | 0.01% | 739 |
|
|
2019
Q2 | $18K | Hold |
944
| – | – | 0.01% | 741 |
|
|
2019
Q1 | $16K | Hold |
944
| – | – | 0.01% | 772 |
|
|
2018
Q4 | $14K | Buy |
+944
| New | +$14K | 0.01% | 737 |
|