Plante Moran Financial Advisors’s Wendy's WEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,501
| Closed | -$98K | – | 1124 |
|
|
2021
Q3 | $98K | Hold |
4,501
| – | – | 0.02% | 276 |
|
|
2021
Q2 | $105K | Sell |
4,501
-440
| -9% | -$10.3K | 0.03% | 241 |
|
|
2021
Q1 | $100K | Hold |
4,941
| – | – | 0.03% | 244 |
|
|
2020
Q4 | $108K | Sell |
4,941
-2,275
| -32% | -$49.7K | 0.03% | 239 |
|
|
2020
Q3 | $161K | Hold |
7,216
| – | – | 0.06% | 182 |
|
|
2020
Q2 | $157K | Sell |
7,216
-725
| -9% | -$15.8K | 0.06% | 155 |
|
|
2020
Q1 | $118K | Hold |
7,941
| – | – | 0.05% | 173 |
|
|
2019
Q4 | $176K | Buy |
7,941
+5,666
| +249% | +$126K | 0.06% | 168 |
|
|
2019
Q3 | $45K | Hold |
2,275
| – | – | 0.01% | 361 |
|
|
2019
Q2 | $45K | Hold |
2,275
| – | – | 0.01% | 359 |
|
|
2019
Q1 | $41K | Hold |
2,275
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $36K | Hold |
2,275
| – | – | 0.01% | 352 |
|
|
2018
Q3 | $39K | Hold |
2,275
| – | – | 0.01% | 346 |
|
|
2018
Q2 | $39K | Hold |
2,275
| – | – | 0.02% | 382 |
|
|
2018
Q1 | $40K | Hold |
2,275
| – | – | 0.02% | 390 |
|
|
2017
Q4 | $37K | Hold |
2,275
| – | – | 0.02% | 404 |
|
|
2017
Q3 | $35K | Hold |
2,275
| – | – | 0.02% | 383 |
|
|
2017
Q2 | $35K | Hold |
2,275
| – | – | 0.02% | 378 |
|
|
2017
Q1 | $31K | Hold |
2,275
| – | – | 0.02% | 399 |
|
|
2016
Q4 | $31K | Hold |
2,275
| – | – | 0.02% | 409 |
|
|
2016
Q3 | $25K | Buy |
2,275
+1,275
| +128% | +$14K | 0.02% | 447 |
|
|
2016
Q2 | $10K | Hold |
1,000
| – | – | 0.01% | 533 |
|
|
2016
Q1 | $11K | Hold |
1,000
| – | – | 0.01% | 479 |
|
|
2015
Q4 | $11K | Hold |
1,000
| – | – | 0.01% | 567 |
|
|
2015
Q3 | $9K | Hold |
1,000
| – | – | 0.01% | 502 |
|
|
2015
Q2 | $11K | Hold |
1,000
| – | – | 0.01% | 516 |
|
|
2015
Q1 | $11K | Hold |
1,000
| – | – | 0.01% | 507 |
|
|
2014
Q4 | $9K | Buy |
+1,000
| New | +$9K | 0.01% | 566 |
|