Mattson Financial Services’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 | $750K | Buy |
65,709
+5,772
| +10% | +$65.9K | 0.2% | 124 |
|
|
2025
Q1 | $877K | Buy |
59,937
+9,314
| +18% | +$136K | 0.26% | 115 |
|
|
2024
Q4 | $887K | Sell |
50,623
-14,626
| -22% | -$256K | 0.28% | 115 |
|
|
2024
Q3 | $1.11M | Sell |
65,249
-442
| -0.7% | -$7.5K | 0.4% | 103 |
|
|
2024
Q2 | $1.11M | Buy |
+65,691
| New | +$1.11M | 0.4% | 103 |
|