Principal Securities’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 | $8.76K | Sell |
767
-964
| -56% | -$11K | ﹤0.01% | 2661 |
|
|
2025
Q1 | $28.2K | Hold |
1,731
| – | – | ﹤0.01% | 2017 |
|
|
2024
Q4 | $28.2K | Buy |
1,731
+505
| +41% | +$8.23K | ﹤0.01% | 2012 |
|
|
2024
Q3 | $21.5K | Buy |
1,226
+120
| +11% | +$2.1K | ﹤0.01% | 2081 |
|
|
2024
Q2 | $18.8K | Buy |
1,106
+41
| +4% | +$695 | ﹤0.01% | 2091 |
|
|
2024
Q1 | $20.1K | Hold |
1,065
| – | – | ﹤0.01% | 2001 |
|
|
2023
Q4 | $20.7K | Buy |
+1,065
| New | +$20.7K | ﹤0.01% | 1902 |
|