NewEdge Advisors’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 | $135K | Buy |
11,801
+254
| +2% | +$2.9K | ﹤0.01% | 2329 |
|
|
2025
Q1 | $169K | Sell |
11,547
-1,807
| -14% | -$26.4K | ﹤0.01% | 2155 |
|
|
2024
Q4 | $218K | Buy |
13,354
+13,097
| +5,096% | +$213K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $4.5K | Buy |
257
+1
| +0.4% | +$17 | ﹤0.01% | 3189 |
|
|
2024
Q2 | $4.34K | Sell |
256
-1,045
| -80% | -$17.7K | ﹤0.01% | 3137 |
|
|
2024
Q1 | $24.5K | Sell |
1,301
-523
| -29% | -$9.86K | ﹤0.01% | 2562 |
|
|
2023
Q4 | $35.5K | Buy |
1,824
+260
| +17% | +$5.07K | ﹤0.01% | 2338 |
|
|
2023
Q3 | $31.9K | Buy |
1,564
+507
| +48% | +$10.3K | ﹤0.01% | 2234 |
|
|
2023
Q2 | $23K | Buy |
1,057
+204
| +24% | +$4.44K | ﹤0.01% | 2346 |
|
|
2023
Q1 | $18.6K | Sell |
853
-197
| -19% | -$4.29K | ﹤0.01% | 2365 |
|
|
2022
Q4 | $4.31K | Buy |
+1,050
| New | +$4.31K | ﹤0.01% | 2640 |
|