NewEdge Advisors’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 | $103K | Sell |
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|
2025
Q2 | $135K | Buy |
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|
2025
Q1 | $169K | Sell |
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|
2024
Q4 | $218K | Buy |
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|
2024
Q3 | $4.5K | Buy |
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|
2024
Q2 | $4.34K | Sell |
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|
2024
Q1 | $24.5K | Sell |
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|
2023
Q4 | $35.5K | Buy |
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|
2023
Q3 | $31.9K | Buy |
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|
2023
Q2 | $23K | Buy |
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|
2023
Q1 | $18.6K | Sell |
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|
2022
Q4 | $4.31K | Buy |
|