O'Shaughnessy Asset Management’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
Q4 | $148K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $8K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $46K | Sell |
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|
2019
Q3 | $65K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $58K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $559K | Sell |
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|
2015
Q3 | $2.01M | Buy |
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|
2015
Q2 | $1.17M | Buy |
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|
2015
Q1 | $1.12M | Buy |
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