LRI Investments’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 | $13.7K | Sell |
1,200
-58
| -5% | -$662 | ﹤0.01% | 777 |
|
|
2025
Q1 | $18.4K | Hold |
1,258
| – | – | ﹤0.01% | 691 |
|
|
2024
Q4 | $20.5K | Hold |
1,258
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $23.2K | Hold |
1,258
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $21.3K | Hold |
1,258
| – | – | ﹤0.01% | 592 |
|
|
2024
Q1 | $23.7K | Buy |
+1,258
| New | +$23.7K | 0.01% | 353 |
|