MAI Capital Management’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 | $85.5K | Sell |
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|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $149K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $541K | Hold |
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|
2020
Q3 | $550K | Hold |
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|
2020
Q2 | $537K | Hold |
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|
2020
Q1 | $367K | Sell |
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|
2019
Q4 | $695K | Hold |
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|
2019
Q3 | $625K | Buy |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $337K | Buy |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $303K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $311K | Hold |
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|
2017
Q4 | $291K | Hold |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $275K | Hold |
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|
2017
Q1 | $241K | Hold |
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|
2016
Q4 | $239K | Hold |
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|
2016
Q3 | $191K | Hold |
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|
2016
Q2 | $170K | Hold |
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|
2016
Q1 | $193K | Hold |
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|
2015
Q4 | $191K | Hold |
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|
2015
Q3 | $153K | Hold |
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|
2015
Q2 | $200K | Hold |
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|
2015
Q1 | $193K | Hold |
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|
2014
Q4 | $160K | Hold |
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|
2014
Q3 | $146K | Hold |
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|
2014
Q2 | $151K | Hold |
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|
2014
Q1 | $161K | Hold |
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|
2013
Q4 | $154K | Hold |
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|
2013
Q3 | $150K | Hold |
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|
2013
Q2 | $103K | Buy |
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