McDonald Partners’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 | – | Sell |
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|
2025
Q2 | $521K | Sell |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $831K | Buy |
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|
2024
Q2 | $767K | Buy |
|
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $880K | Sell |
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|
2023
Q3 | $927K | Buy |
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|
2023
Q2 | $979K | Buy |
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|
2023
Q1 | $976K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $861K | Buy |
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|
2022
Q1 | $997K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $948K | Buy |
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|
2020
Q4 | $1.02M | Buy |
|