McDonald Partners’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 | $521K | Sell |
45,654
-1,511
| -3% | -$17.3K | 0.13% | 168 |
|
|
2025
Q1 | $690K | Sell |
47,165
-696
| -1% | -$10.2K | 0.18% | 138 |
|
|
2024
Q4 | $780K | Buy |
47,861
+410
| +0.9% | +$6.68K | 0.2% | 133 |
|
|
2024
Q3 | $831K | Buy |
47,451
+2,252
| +5% | +$39.5K | 0.21% | 129 |
|
|
2024
Q2 | $767K | Buy |
45,199
+546
| +1% | +$9.26K | 0.21% | 126 |
|
|
2024
Q1 | $841K | Sell |
44,653
-535
| -1% | -$10.1K | 0.23% | 118 |
|
|
2023
Q4 | $880K | Sell |
45,188
-247
| -0.5% | -$4.81K | 0.26% | 106 |
|
|
2023
Q3 | $927K | Buy |
45,435
+444
| +1% | +$9.06K | 0.3% | 96 |
|
|
2023
Q2 | $979K | Buy |
44,991
+202
| +0.5% | +$4.39K | 0.3% | 95 |
|
|
2023
Q1 | $976K | Sell |
44,789
-64
| -0.1% | -$1.39K | 0.32% | 92 |
|
|
2022
Q4 | $1.02M | Sell |
44,853
-999
| -2% | -$22.6K | 0.35% | 86 |
|
|
2022
Q3 | $857K | Buy |
45,852
+224
| +0.5% | +$4.19K | 0.33% | 92 |
|
|
2022
Q2 | $861K | Buy |
45,628
+249
| +0.5% | +$4.7K | 0.22% | 126 |
|
|
2022
Q1 | $997K | Buy |
+45,379
| New | +$997K | 0.22% | 127 |
|
|
2021
Q4 | – | Sell |
-46,329
| Closed | -$1M | – | 726 |
|
|
2021
Q3 | $1M | Sell |
46,329
-1,317
| -3% | -$28.5K | 0.24% | 119 |
|
|
2021
Q2 | $1.12M | Buy |
47,646
+875
| +2% | +$20.5K | 0.26% | 111 |
|
|
2021
Q1 | $948K | Buy |
46,771
+151
| +0.3% | +$3.06K | 0.24% | 117 |
|
|
2020
Q4 | $1.02M | Buy |
+46,620
| New | +$1.02M | 0.29% | 100 |
|