Oak Thistle LLC’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 | – | Sell |
-68,073
| Closed | -$996K | – | 615 |
|
|
2025
Q1 | $996K | Buy |
68,073
+36,399
| +115% | +$533K | 0.2% | 187 |
|
|
2024
Q4 | $516K | Buy |
+31,674
| New | +$516K | 0.15% | 239 |
|
|
2024
Q1 | – | Sell |
-29,806
| Closed | -$581K | – | 535 |
|
|
2023
Q4 | $581K | Buy |
+29,806
| New | +$581K | 0.17% | 252 |
|
|
2023
Q3 | – | Sell |
-27,559
| Closed | -$599K | – | 630 |
|
|
2023
Q2 | $599K | Buy |
+27,559
| New | +$599K | 0.32% | 126 |
|