LPL Financial’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 | $2.12M | Buy |
185,549
+35,624
| +24% | +$407K | ﹤0.01% | 3050 |
|
|
2025
Q1 | $2.19M | Buy |
149,925
+33,622
| +29% | +$492K | ﹤0.01% | 2855 |
|
|
2024
Q4 | $1.9M | Sell |
116,303
-52,608
| -31% | -$858K | ﹤0.01% | 2895 |
|
|
2024
Q3 | $2.96M | Buy |
168,911
+7,672
| +5% | +$134K | ﹤0.01% | 2362 |
|
|
2024
Q2 | $2.73M | Buy |
161,239
+2,076
| +1% | +$35.2K | ﹤0.01% | 2323 |
|
|
2024
Q1 | $3M | Buy |
159,163
+2,040
| +1% | +$38.4K | ﹤0.01% | 2169 |
|
|
2023
Q4 | $3.06M | Buy |
157,123
+76,261
| +94% | +$1.49M | ﹤0.01% | 2053 |
|
|
2023
Q3 | $1.65M | Sell |
80,862
-2,095
| -3% | -$42.8K | ﹤0.01% | 2447 |
|
|
2023
Q2 | $1.8M | Buy |
82,957
+18,653
| +29% | +$406K | ﹤0.01% | 2331 |
|
|
2023
Q1 | $1.4M | Buy |
64,304
+22,770
| +55% | +$496K | ﹤0.01% | 2472 |
|
|
2022
Q4 | $940K | Sell |
41,534
-8,760
| -17% | -$198K | ﹤0.01% | 2694 |
|
|
2022
Q3 | $940K | Buy |
50,294
+14,023
| +39% | +$262K | ﹤0.01% | 2585 |
|
|
2022
Q2 | $685K | Sell |
36,271
-13,497
| -27% | -$255K | ﹤0.01% | 2901 |
|
|
2022
Q1 | $1.09M | Sell |
49,768
-1,149
| -2% | -$25.2K | ﹤0.01% | 2535 |
|
|
2021
Q4 | $1.21M | Buy |
50,917
+1,897
| +4% | +$45.2K | ﹤0.01% | 2480 |
|
|
2021
Q3 | $1.06M | Buy |
49,020
+2,057
| +4% | +$44.6K | ﹤0.01% | 2549 |
|
|
2021
Q2 | $1.1M | Buy |
46,963
+1,122
| +2% | +$26.3K | ﹤0.01% | 2474 |
|
|
2021
Q1 | $929K | Buy |
45,841
+3,938
| +9% | +$79.8K | ﹤0.01% | 2447 |
|
|
2020
Q4 | $919K | Sell |
41,903
-427
| -1% | -$9.37K | ﹤0.01% | 2256 |
|
|
2020
Q3 | $944K | Sell |
42,330
-11,606
| -22% | -$259K | ﹤0.01% | 1983 |
|
|
2020
Q2 | $1.18M | Sell |
53,936
-2,851
| -5% | -$62.1K | ﹤0.01% | 1700 |
|
|
2020
Q1 | $845K | Buy |
56,787
+12,640
| +29% | +$188K | ﹤0.01% | 1731 |
|
|
2019
Q4 | $980K | Buy |
44,147
+1,015
| +2% | +$22.5K | ﹤0.01% | 1848 |
|
|
2019
Q3 | $862K | Buy |
43,132
+1,946
| +5% | +$38.9K | ﹤0.01% | 1841 |
|
|
2019
Q2 | $806K | Sell |
41,186
-16,314
| -28% | -$319K | ﹤0.01% | 1885 |
|
|
2019
Q1 | $1.03M | Sell |
57,500
-673
| -1% | -$12K | ﹤0.01% | 1625 |
|
|
2018
Q4 | $908K | Buy |
58,173
+1,872
| +3% | +$29.2K | ﹤0.01% | 1593 |
|
|
2018
Q3 | $965K | Buy |
56,301
+1,499
| +3% | +$25.7K | ﹤0.01% | 1690 |
|
|
2018
Q2 | $941K | Buy |
54,802
+1,342
| +3% | +$23K | ﹤0.01% | 1654 |
|
|
2018
Q1 | $938K | Sell |
53,460
-1,473
| -3% | -$25.8K | ﹤0.01% | 1641 |
|
|
2017
Q4 | $902K | Buy |
54,933
+3,401
| +7% | +$55.8K | ﹤0.01% | 1590 |
|
|
2017
Q3 | $800K | Sell |
51,532
-6,449
| -11% | -$100K | ﹤0.01% | 1587 |
|
|
2017
Q2 | $899K | Sell |
57,981
-5
| -0% | -$78 | ﹤0.01% | 1438 |
|
|
2017
Q1 | $786K | Buy |
57,986
+11,817
| +26% | +$160K | 0.01% | 1432 |
|
|
2016
Q4 | $620K | Sell |
46,169
-5,037
| -10% | -$67.6K | ﹤0.01% | 1549 |
|
|
2016
Q3 | $540K | Hold |
51,206
| – | – | 0.01% | 1641 |
|
|
2016
Q2 | $493K | Sell |
51,206
-98,826
| -66% | -$951K | ﹤0.01% | 1684 |
|
|
2016
Q1 | $1.65M | Buy |
150,032
+33,034
| +28% | +$363K | ﹤0.01% | 1328 |
|
|
2015
Q4 | $1.23M | Buy |
116,998
+58,546
| +100% | +$614K | ﹤0.01% | 1515 |
|
|
2015
Q3 | $511K | Buy |
58,452
+500
| +0.9% | +$4.37K | ﹤0.01% | 1773 |
|
|
2015
Q2 | $616K | Buy |
57,952
+4,027
| +7% | +$42.8K | ﹤0.01% | 1737 |
|
|
2015
Q1 | $585K | Buy |
53,925
+5,344
| +11% | +$58K | ﹤0.01% | 1741 |
|
|
2014
Q4 | $439K | Buy |
48,581
+3,675
| +8% | +$33.2K | ﹤0.01% | 1862 |
|
|
2014
Q3 | $364K | Sell |
44,906
-353
| -0.8% | -$2.86K | ﹤0.01% | 2022 |
|
|
2014
Q2 | $386K | Sell |
45,259
-39,871
| -47% | -$340K | ﹤0.01% | 1997 |
|
|
2014
Q1 | $776K | Buy |
85,130
+29,825
| +54% | +$272K | ﹤0.01% | 1428 |
|
|
2013
Q4 | $482K | Buy |
55,305
+17,345
| +46% | +$151K | ﹤0.01% | 1754 |
|
|
2013
Q3 | $324K | Buy |
37,960
+18,930
| +99% | +$162K | ﹤0.01% | 1955 |
|
|
2013
Q2 | $111K | Buy |
+19,030
| New | +$111K | ﹤0.01% | 2325 |
|