Nisa Investment 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 | $25.1K | Sell |
2,201
-713
| -24% | -$8.14K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $42.6K | Sell |
2,914
-9,951
| -77% | -$146K | ﹤0.01% | 1623 |
|
|
2024
Q4 | $210K | Sell |
12,865
-14,000
| -52% | -$228K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $471K | Buy |
26,865
+995
| +4% | +$17.4K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $439K | Buy |
25,870
+545
| +2% | +$9.24K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $477K | Buy |
25,325
+2,795
| +12% | +$52.7K | ﹤0.01% | 1101 |
|
|
2023
Q4 | $439K | Buy |
22,530
+10,302
| +84% | +$201K | ﹤0.01% | 1089 |
|
|
2023
Q3 | $250K | Buy |
12,228
+10,100
| +475% | +$206K | ﹤0.01% | 1255 |
|
|
2023
Q2 | $46.3K | Sell |
2,128
-11,300
| -84% | -$246K | ﹤0.01% | 1773 |
|
|
2023
Q1 | $292K | Buy |
13,428
+11,300
| +531% | +$246K | ﹤0.01% | 1211 |
|
|
2022
Q4 | $48K | Hold |
2,128
| – | – | ﹤0.01% | 1791 |
|
|
2022
Q3 | $40K | Sell |
2,128
-3,104
| -59% | -$58.3K | ﹤0.01% | 1830 |
|
|
2022
Q2 | $99K | Sell |
5,232
-44,288
| -89% | -$838K | ﹤0.01% | 1513 |
|
|
2022
Q1 | $1.09M | Buy |
49,520
+39,593
| +399% | +$870K | 0.01% | 834 |
|
|
2021
Q4 | $229K | Sell |
9,927
-11,911
| -55% | -$275K | ﹤0.01% | 1226 |
|
|
2021
Q3 | $473 | Sell |
21,838
-140,704
| -87% | -$3.05K | ﹤0.01% | 1133 |
|
|
2021
Q2 | $3.81K | Buy |
162,542
+160,442
| +7,640% | +$3.76K | 0.02% | 533 |
|
|
2021
Q1 | $43 | Hold |
2,100
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q4 | $46K | Hold |
2,100
| – | – | ﹤0.01% | 2002 |
|
|
2020
Q3 | $47K | Hold |
2,100
| – | – | ﹤0.01% | 1832 |
|
|
2020
Q2 | $46K | Buy |
2,100
+2,000
| +2,000% | +$43.8K | ﹤0.01% | 1603 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2063 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1992 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1985 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1983 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1918 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1956 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1876 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1830 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1824 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1863 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1872 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1853 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1857 |
|
|
2016
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1861 |
|