MassMutual Private Wealth & Trust’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
$12.2K Sell
1,068
-2
-0.2% -$23 ﹤0.01% 1278
2025
Q1
$15.7K Buy
1,070
+715
+201% +$10.5K ﹤0.01% 1128
2024
Q4
$5.79K Hold
355
﹤0.01% 1474
2024
Q3
$6.22K Sell
355
-14
-4% -$245 ﹤0.01% 1294
2024
Q2
$6.26K Sell
369
-97
-21% -$1.65K ﹤0.01% 1247
2024
Q1
$8.78K Buy
466
+129
+38% +$2.43K ﹤0.01% 1082
2023
Q4
$6.57K Buy
337
+159
+89% +$3.1K ﹤0.01% 1159
2023
Q3
$3.63K Sell
178
-16
-8% -$327 ﹤0.01% 1346
2023
Q2
$4.22K Buy
194
+161
+488% +$3.5K ﹤0.01% 1262
2023
Q1
$719 Hold
33
﹤0.01% 1620
2022
Q4
$1K Hold
33
﹤0.01% 1579
2022
Q3
$1K Hold
33
﹤0.01% 1563
2022
Q2
$1K Hold
33
﹤0.01% 1443
2022
Q1
$1K Buy
+33
New +$1K ﹤0.01% 1454
2015
Q2
Sell
-600
Closed -$6.54K 914
2015
Q1
$6.54K Sell
600
-675
-53% -$7.36K ﹤0.01% 558
2014
Q4
$11.5K Buy
+1,275
New +$11.5K ﹤0.01% 397