Mather Group’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 | – | Sell |
-2,263
| Closed | -$33.1K | – | 1710 |
|
|
2025
Q1 | $33.1K | Hold |
2,263
| – | – | ﹤0.01% | 970 |
|
|
2024
Q4 | $36.9K | Hold |
2,263
| – | – | ﹤0.01% | 933 |
|
|
2024
Q3 | $39.6K | Sell |
2,263
-100
| -4% | -$1.75K | ﹤0.01% | 923 |
|
|
2024
Q2 | $44.5K | Buy |
2,363
+100
| +4% | +$1.88K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $44.1K | Buy |
+2,263
| New | +$44.1K | ﹤0.01% | 897 |
|