Pallas Capital 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 | $1.29M | Buy |
112,738
+39,477
| +54% | +$451K | 0.05% | 274 |
|
|
2025
Q1 | $1.07M | Buy |
73,261
+19,749
| +37% | +$289K | 0.04% | 291 |
|
|
2024
Q4 | $872K | Sell |
53,512
-13,331
| -20% | -$217K | 0.04% | 257 |
|
|
2024
Q3 | $1.3M | Buy |
66,843
+27,989
| +72% | +$545K | 0.06% | 184 |
|
|
2024
Q2 | $702K | Buy |
+38,854
| New | +$702K | 0.03% | 257 |
|