Merit Financial 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 | $432K | Sell |
37,819
-38,416
| -50% | -$439K | ﹤0.01% | 1165 |
|
|
2025
Q1 | $1.12M | Buy |
76,235
+47,795
| +168% | +$699K | 0.02% | 621 |
|
|
2024
Q4 | $464K | Buy |
+28,440
| New | +$464K | 0.01% | 749 |
|
|
2024
Q3 | – | Sell |
-14,647
| Closed | -$248K | – | 968 |
|
|
2024
Q2 | $248K | Buy |
+14,647
| New | +$248K | 0.01% | 780 |
|