Northwestern Mutual Wealth Management’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 | $234K | Sell |
20,498
-33,691
| -62% | -$385K | ﹤0.01% | 1671 |
|
|
2025
Q1 | $793K | Buy |
54,189
+42,023
| +345% | +$615K | ﹤0.01% | 1184 |
|
|
2024
Q4 | $198K | Buy |
12,166
+9,519
| +360% | +$155K | ﹤0.01% | 1658 |
|
|
2024
Q3 | $46.4K | Buy |
2,647
+500
| +23% | +$8.76K | ﹤0.01% | 2187 |
|
|
2024
Q2 | $36.4K | Sell |
2,147
-105
| -5% | -$1.78K | ﹤0.01% | 2198 |
|
|
2024
Q1 | $42.4K | Buy |
2,252
+105
| +5% | +$1.98K | ﹤0.01% | 2143 |
|
|
2023
Q4 | $41.8K | Hold |
2,147
| – | – | ﹤0.01% | 2119 |
|
|
2023
Q3 | $43.8K | Sell |
2,147
-177
| -8% | -$3.61K | ﹤0.01% | 2015 |
|
|
2023
Q2 | $50.5K | Buy |
2,324
+177
| +8% | +$3.85K | ﹤0.01% | 1975 |
|
|
2023
Q1 | $46.8K | Sell |
2,147
-100
| -4% | -$2.18K | ﹤0.01% | 1963 |
|
|
2022
Q4 | $50.8K | Hold |
2,247
| – | – | ﹤0.01% | 1905 |
|
|
2022
Q3 | $42K | Hold |
2,247
| – | – | ﹤0.01% | 1966 |
|
|
2022
Q2 | $42K | Buy |
2,247
+836
| +59% | +$15.6K | ﹤0.01% | 1987 |
|
|
2022
Q1 | $31K | Hold |
1,411
| – | – | ﹤0.01% | 2137 |
|
|
2021
Q4 | $34K | Buy |
+1,411
| New | +$34K | ﹤0.01% | 2131 |
|
|
2020
Q4 | – | Sell |
-1,421
| Closed | -$32K | – | 2902 |
|
|
2020
Q3 | $32K | Buy |
1,421
+1,093
| +333% | +$24.6K | ﹤0.01% | 1648 |
|
|
2020
Q2 | $7K | Buy |
+328
| New | +$7K | ﹤0.01% | 2018 |
|
|
2020
Q1 | – | Sell |
-765
| Closed | -$17K | – | 2770 |
|
|
2019
Q4 | $17K | Sell |
765
-690
| -47% | -$15.3K | ﹤0.01% | 1794 |
|
|
2019
Q3 | $29K | Hold |
1,455
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q2 | $28K | Hold |
1,455
| – | – | ﹤0.01% | 1602 |
|
|
2019
Q1 | $26K | Hold |
1,455
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q4 | $23K | Buy |
+1,455
| New | +$23K | ﹤0.01% | 1547 |
|
|
2018
Q3 | – | Sell |
-1,878
| Closed | -$32K | – | 2650 |
|
|
2018
Q2 | $32K | Buy |
+1,878
| New | +$32K | ﹤0.01% | 1419 |
|
|
2017
Q2 | – | Sell |
-261
| Closed | -$4K | – | 2179 |
|
|
2017
Q1 | $4K | Sell |
261
-858
| -77% | -$13.1K | ﹤0.01% | 1759 |
|
|
2016
Q4 | $16K | Buy |
+1,119
| New | +$16K | ﹤0.01% | 1447 |
|
|
2016
Q2 | – | Sell |
-30
| Closed | – | – | 2283 |
|
|
2016
Q1 | $0 | Sell |
30
-19,306
| -100% | – | ﹤0.01% | 2307 |
|
|
2015
Q4 | $208K | Buy |
19,336
+8,752
| +83% | +$94.1K | ﹤0.01% | 504 |
|
|
2015
Q3 | $92K | Hold |
10,584
| – | – | ﹤0.01% | 600 |
|
|
2015
Q2 | $119K | Hold |
10,584
| – | – | ﹤0.01% | 515 |
|
|
2015
Q1 | $115K | Hold |
10,584
| – | – | ﹤0.01% | 519 |
|
|
2014
Q4 | $96K | Buy |
10,584
+10,084
| +2,017% | +$91.5K | ﹤0.01% | 533 |
|
|
2014
Q3 | $4K | Buy |
500
+496
| +12,400% | +$3.97K | ﹤0.01% | 1081 |
|
|
2014
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1400 |
|