LPL Financial’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.7M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $1.9M | Sell |
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|
2024
Q3 | $2.96M | Buy |
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|
2024
Q2 | $2.73M | Buy |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $3.06M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.8M | Buy |
|
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|
2023
Q1 | $1.4M | Buy |
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|
2022
Q4 | $940K | Sell |
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|
2022
Q3 | $940K | Buy |
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|
2022
Q2 | $685K | Sell |
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|
2022
Q1 | $1.09M | Sell |
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|
2021
Q4 | $1.21M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $929K | Buy |
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|
2020
Q4 | $919K | Sell |
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|
2020
Q3 | $944K | Sell |
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|
2020
Q2 | $1.18M | Sell |
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|
2020
Q1 | $845K | Buy |
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|
2019
Q4 | $980K | Buy |
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|
2019
Q3 | $862K | Buy |
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|
2019
Q2 | $806K | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $908K | Buy |
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|
2018
Q3 | $965K | Buy |
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|
2018
Q2 | $941K | Buy |
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|
2018
Q1 | $938K | Sell |
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|
2017
Q4 | $902K | Buy |
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|
2017
Q3 | $800K | Sell |
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|
2017
Q2 | $899K | Sell |
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|
2017
Q1 | $786K | Buy |
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|
2016
Q4 | $620K | Sell |
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|
2016
Q3 | $540K | Hold |
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|
2016
Q2 | $493K | Sell |
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|
2016
Q1 | $1.65M | Buy |
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|
2015
Q4 | $1.23M | Buy |
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|
2015
Q3 | $511K | Buy |
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|
2015
Q2 | $616K | Buy |
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|
2015
Q1 | $585K | Buy |
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|
2014
Q4 | $439K | Buy |
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|
2014
Q3 | $364K | Sell |
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|
2014
Q2 | $386K | Sell |
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|
2014
Q1 | $776K | Buy |
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|
2013
Q4 | $482K | Buy |
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|
2013
Q3 | $324K | Buy |
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|
2013
Q2 | $111K | Buy |
|