Pinnacle Associates’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
Q3 | $92K | Hold |
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|
2025
Q2 | $115K | Hold |
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|
2025
Q1 | $147K | Hold |
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|
2024
Q4 | $164K | Hold |
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|
2024
Q3 | $196K | Hold |
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|
2024
Q2 | $170K | Hold |
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|
2024
Q1 | $189K | Hold |
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|
2023
Q4 | $196K | Hold |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $190K | Hold |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $242K | Hold |
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|
2021
Q3 | $220K | Hold |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $205K | Hold |
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|
2020
Q4 | $222K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $228K | Hold |
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|
2020
Q1 | $156K | Sell |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $209K | Sell |
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|
2019
Q1 | $215K | Hold |
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|
2018
Q4 | $188K | Sell |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $215K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $157K | Hold |
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|
2016
Q3 | $126K | Hold |
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|
2016
Q2 | $112K | Hold |
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|
2016
Q1 | $127K | Hold |
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|
2015
Q4 | $125K | Buy |
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|
2015
Q3 | $99K | Hold |
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|
2015
Q2 | $129K | Buy |
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